All Articles tagged with 'Andrew Godfrey'

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Equity Trustees partners with River Capital as Responsible Entity for launch of high conviction equity Fund

From Equity Trustees

Equity Trustees has been appointed Responsible Entity for the new River Capital High Conviction Fund, marking the beginning of an exciting new partnership with River Capital, a multi asset investment

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26 Feb 2026

Equity Trustees partners with Blackwattle Investment Partners as Responsible Entity for New Blackwattle Equity Income Fund

From Equity Trustees

Equity Trustees has partnered with Blackwattle Investment Partners as Responsible Entity for the newly launched Blackwattle Equity Income Fund. This continues a partnership that has seen six funds brought to

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28 Jan 2026

Stonepeak partners with Equity Trustees as Note Trustee for fixed income offering

From Equity Trustees

Increased investor demand for predictable income streams at competitive yields has recently seen several listed debt offerings come to the Australian market. New York US-based alternative investor, Stonepeak, has partnered

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12 Dec 2025

Avantis Investors launches three active ETFs in Australia

From American Century Investments

Avantis Investors, an AU$133 billion[1] investment offering from the AU$454 billion[2] global asset manager American Century Investments®, is entering the Australian market with the launch of its first three dual

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02 Oct 2025

Equity Trustees partners with Challenger, as Note Trustee for launch of Challenger IM LiFTS 1 Notes

From Equity Trustees

Equity Trustees is proud to be partnering with Challenger, as Note Trustee for the first-of-its kind, listed, unsecured investment vehicle, Challenger IM LiFTS 1 Notes (Challenger IM LiFTS). Challenger IM

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17 Sep 2025

Equity Trustees partners with Loftus Peak to launch the Loftus Peak Global Disruption Hedged Active ETF

From Equity Trustees

Equity Trustees is proud to be partnering with Loftus Peak as the Responsible Entity for the Loftus Peak Global Disruption Hedged Active ETF (ASX:LPHD), a currency hedged version of its

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02 Sep 2025

Equity Trustees partners with T. Rowe Price as Responsible Entity for New T. Rowe Price Global Structured Research Equity Fund in Australia

From Equity Trustees

Equity Trustees has been appointed Responsible Entity for the newly launched T. Rowe Price Global Structured Research Equity Fund in Australia, continuing a long-standing partnership that has seen more than

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06 Aug 2025

Talaria Asset Management partners with Equity Trustees as Responsible Entity for three global equity funds

From Equity Trustees

Australian based global equity manager Talaria Asset Management has partnered with Equity Trustees as the Responsible Entity of its three global equity funds – the dual access Talaria Global Equity

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01 Apr 2025

MA Financial Group partners with Equity Trustees as Responsible Entity and Custodian for new MA Credit Income Trust (ASX:MA1)

From Equity Trustees

Global alternative asset manager MA Financial Group has partnered with Equity Trustees as the Responsible Entity and Custodian for its newly launched MA Credit Income Trust (ASX: MA1), the organisation’s

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13 Feb 2025

Realm partners with Equity Trustees as Responsible Entity for inaugural listed income trust

From Equity Trustees

Realm Investment House, an Australian-based credit and fixed income manager, has partnered with Equity Trustees as the Responsible Entity for its newly launched Dominion Listed Income Trust 1 (ASX:DN1). Andrew

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12 Feb 2025

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]