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Showing 1 - 10 of 70 results for %22Equity Trustees shares%22

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Equity Trustees has moved to terminate a fund offered by Kaplan Funds Management, saying its purpose can no longer be accomplished. Investors were made aware earlier this month that the KFM Income Fund is set to be closed, with Equity Trustees citing ...

It's time to fill your boots with private debt

ANDREW MCKEAN  |  TUESDAY, 29 AUG 2023
... this asset class to be a US direct lender. The first reason is that demand for private debt is robust, thanks to private equity activity." She added that the US's broadly syndicated loan market, the main competitor for financing buyouts, has been ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
A host of Equity Trustees and OnePath options once again dominated the worst-performing and most expensive Choice products in APRA's newly published heatmap results. Of the 407 options with an eight-year return history APRA analysed, 182 or 45% ...

Equity Trustees wins AEMO mandate

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
Australian Energy Market Operator (AEMO) Services has appointed Equity Trustees as financial trustee under the NSW Electricity Infrastructure Roadmap. The Roadmap, established by the state government, is working towards the goal of 12GW of new renewable ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... 20. As recently announced the sale of its Australian Executor Trustees (AET) business to EQT Holdings Limited (Equity Trustees) was executed for $135 million, with completion expected by end of 2022. Commenting on the transaction, Mota said: "We are ...

SMSF assets climb to $892bn

ANDREW MCKEAN  |  FRIDAY, 17 JUN 2022
... SMSF investment pool at 40%. SuperConcpts pointed out that while pooled arrangements were modest in terms of Australian equity exposure, between managed funds and ETFs almost 75% of international equities exposure was via pooled structures.

Super funds drop Russian assets

ELIZABETH MCARTHUR  |  FRIDAY, 4 MAR 2022
... holdings. "Australian Retirement Trust has instructed its investment managers earlier this week to sell any remaining debt and equity investments and not to make any new investments in either Russia, Ukraine, or Belarus, which has now entered the conflict ...

K2 Asset Management co-founder exits board

KANIKA SOOD  |  MONDAY, 29 MAR 2021
... executive director and head of investment strategy at UBS and chief investment officer and head of asset management at Equity Trustees. Boubouras has also held senior roles at HSBC Global Asset Management, Macquarie Group, Westpac, NSW Treasury and UBS ...

Details of Mayfair's default revealed

ELIZABETH MCARTHUR  |  MONDAY, 1 JUN 2020
... follow up emails to get a response. On March 25, Mawhinney blamed COVID-19 for inflows stalling but said that he expected an equity release from Mayfair's Mission Beach properties and more inflows from a marketing campaign being launched in response ...

IRESS advances surprise bid for OneVue

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... operating businesses (like Diversa, CCSL, Tidswell and Australian Executor Trustees), which were sold to New York Based Private equity firms, are also subject to uncertainty as the creditors wait for the court to decide on the payouts. "On 15 May 2020 ...
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