Equity Trustees launches Loftus Peak quoted fund as new structure captures fund managers’ attention

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In a first for Equity Trustees, the Loftus Peak ‘quoted fund’ has been launched – a structure which is fast capturing the interest of fund managers keen to access a much broader retail investor market. “Loftus Peak has been our client since 2016 when they launched the Loftus Peak Global Disruption Fund. Their success is

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Equity Trustees sharpens focus to grow corporate trustee business in Australia and overseas

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Australia’s leading trustee company, Equity Trustees, has sharpened its focus on growing the corporate trustee/responsible entity business, realigning two of its key leaders with the target markets of Australia and Europe. Industry veteran Russell Beasley, who joined Equity Trustees in 2005 and took over leadership of the Australian Fund Services business in May 2019, has been

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Latest appointment confirms Equity Trustees’ offshore strategy

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Equity Trustees’ London-based Fund Services business has been appointed Authorised Corporate Director (ACD) for the River and Mercantile Funds (ICVC), effective 21 October 2019. Since being established in 2006 River and Mercantile Asset Management has evolved and broadened, with the assets under management of its parent Group now exceeding £40bn (A$88bn). The ACD performs the

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Equity Trustees appointed trustee to Federation Asset Management: Newly launched with renewable energy in its sights

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Federation Asset Management (Federation) has appointed Australia’s market leading independent funds governance specialists, Equity Trustees, to act as trustee and responsible entity of the Federation Alternative Assets Trust. Launching in September last year, the investment firm has their sights set on being on Asia-Pacific’s leading investor in renewable energy, health, education, real estate and companies with

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Latest listed investment trust demonstrates renewed market interest, says Equity Trustees

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The listing on the ASX this morning of Neuberger Berman’s NB Global Corporate Income Trust (ASX:NBI) is another sign of the growing popularity of listed investment trust (LIT) structures, according to Australia’s leading specialist corporate fiduciary, Equity Trustees. Equity Trustees is the responsible entity and issuer of the NB Global Corporate Income Trust’s A$413 million

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Equity Trustees appointed RE to London-based River and Mercantile fund

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Equity Trustees has been appointed the responsible entity (RE) for the newly launched River and Mercantile Global High Alpha Fund. London-based River and Mercantile Asset Management LLP is a new client for Equity Trustees, which now also has an office in London to service clients in the UK and Europe. “We’re pleased to be chosen to support

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Equity Trustees appoints US representative

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Equity Trustees has opened the door for a smooth and easy path for US fund managers aspirations to enter the European and Australian markets by appointing a resource on the ground in the United States of America. Robert Harrison will connect US-based fund managers with Equity Trustees’ expertise in offices in Australia and UK to

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Mainstream Group selects Equity Trustees to support launch of new European fund platform

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Two Australia-based businesses expanding internationally have partnered to launch a new Irish fund platform, giving Australian fund managers easier access to European UCITS. Mainstream Group has selected Equity Trustees, the global fund operator which moved into the UK six months ago, to provide UCITS Management Company services to the Mainstream UCITS ICAV. Equity Trustees provides

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Equity Trustees appointed RE to leading New Zealand asset managers Milford

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Equity Trustees has been appointed the responsible entity (RE) for Milford Australia Limited, the Australian business of New Zealand’s leading asset management company Milford Asset Management. They enter the market with the launch of the Milford Australian Absolute Growth Fund designed for investors with higher risk tolerances; it targets absolute returns with an annualised return

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Equity Trustees appointed RE and Trustee to Sydney-based Supervised Investments Australia Limited

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Equity Trustees has been appointed the responsible entity (RE) and trustee for Sydney-based, fund manager Supervised Investments Australia Limited (SIAL). In December 2007, SIAL launched a small-cap equities fund, which focuses on listed Australian companies with a market capitalisation of less than $150 million. This was followed in April 2009 by a fixed income fund

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