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Wilson Asset Management selects Equity Trustees for inaugural unit trust

25 Oct 2023

From Equity Trustees

Geoff Wilson

Wilson Asset Management, an Australian investment manager for eight leading listed investment companies (LIC), has appointment Equity Trustees to be responsible entity for its new Wilson Asset Management Leaders Fund.

Andrew Godfrey, Executive General Manager, Corporate and Superannuation Trustee Services said: “We are excited to be selected as the responsible entity role for this unit trust by Wilson Asset Management and look forward to working closely with them.”

The Wilson Asset Management Leaders Fund will provide investors access to an actively managed investment portfolio, comprised of large-cap companies listed predominately on the ASX within the S&P/ASX 200 Index, with compelling fundamentals, a robust macroeconomic thematic and a catalyst.

Its aim is to provide investors a combination of capital growth and income over the medium to long term, in addition to preserving capital. The Fund will replicate the investment strategy of WAM Leaders Limited (ASX: WLE), an Australian ASX-listed investment company which listed in 2016.

Wilson Asset Management was established in 1997 by Geoff Wilson and currently manages over $5 billion of funds under management for over 130,000 retail investors. Wilson Asset Management is the investment manager for a diversified portfolio of listed investment companies investing in Australian large-cap equities, Australian small-to-mid-cap equities, global equities, Australian microcap equities, discounted asset opportunities and alternative assets.

“Our expertise and decades of experience in fund governance means we’re well placed to work effectively with Wilson Asset Management,” added Mr Godfrey.

Tags:Andrew Godfrey Geoff Wilson

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