Andrew Godfrey

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 market since the investment manager commenced operations in 2023.

The Blackwattle Equity Income Fund offers access to an actively managed Australian equity income strategy focused on delivering consistent income across market cycles. Investing in listed Australian equities beyond traditional dividend-paying stocks, the strategy also utilises equity options to help generate regular income through a range of market conditions.

Andrew Godfrey, Executive General Manager of Corporate and Superannuation Trustee Services at Equity Trustees, said: “This partnership builds on our established relationship with Blackwattle and reflects the confidence we have in their investment capability and disciplined approach. We are pleased to support the launch of the Blackwattle Equity Income Fund and to continue working with a well established Australian fund manager that shares our commitment to strong governance, risk management and positive investor outcomes.”

The Fund is constructed with a strong focus on risk awareness and income resilience, using active portfolio management and options strategies to help moderate volatility and manage downside risk while maintaining exposure to Australian equity markets.

Michael Skinner the Managing Director and CIO at Blackwattle, said: “We believe that Australia is shifting from saving to spending, for the growing retiree market, the next decade is about consistent and secure income that you can live on.”
“Our Equity Income Fund is built to generate resilient income, not chase it – combining dividends, franking credits and option premium income to target 6-12% p.a. while managing downside risk.”
Rudi Minbatiwala, Portfolio Manager of the Fund, stated:

“The retirement ask is clear: high income that is sustainable, stable, and accessible. That’s the design brief behind our strategy.”
“Our Blackwattle Equity Income Strategy allows us to own high-quality companies first, then shape and enhance the outcome with options – aiming for steadier distributions at lower risk.”

Blackwattle Investment Partners is a new generation, Australian investment manager, that centres its investment philosophy on a quality approach to investment management. With over 225 years of combined experience and A$15 million in personal capital commitment, Blackwattle seeks to differentiate itself through investment excellence, transparency, and governance.

Andrew Godfrey concluded: “We look forward to continuing our partnership with Blackwattle as they expand their product offering, and to supporting investors through a structure that combines active management with strong oversight and governance.”

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Russell Beasley

Blackwattle Investment Partners, a boutique equity investment manager, has chosen Equity Trustees to be the responsible entity for its first range of Australian Equity funds the Blackwattle Small Cap Quality Fund, Blackwattle Large Cap Quality Fund, Blackwattle Mid Cap Quality Fund and Blackwattle Long-short 130/30 Quality Fund.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said: “We are delighted to be selected as the responsible entity role for this exciting new range of equity funds from Blackwattle. We look forward to working alongside Blackwattle into the future as they enter the market and continue to grow their offering.”

• The Blackwattle Small Cap Quality Fund provides investors with exposure to smaller Australian companies that are emerging as industry leaders. Its benchmark return is the S&P/ASX Small Ordinaries Accumulation Index.
• The Blackwattle Mid Cap Quality Fund provides investors with exposure to Australian businesses that have built a strong advantage within their industry, seeking to benchmark against the S&P/ASX300 – ASX20.
• The Blackwattle Large Cap Quality Fund provides investors with exposure to established Australian companies with a sustainable forward advantage. The fund’s aim is to outperform the S&P/ASX 200 Accumulation Index over the medium to long term.
• The Blackwattle Long-Short 130/30 Quality Fund provides investors with both long exposures to established Australian companies with a sustainable forward advantage and short exposure to Australian companies with a weakening forward advantage. Its aim is to outperform the S&P/ASX 200 Accumulation Index over the medium to long term.

Michael Skinner the Managing Director and CIO at Blackwattle said, “We are extremely proud to launch our foundational range of equity funds to Australian investors, offering investment solutions that are backed by aligned management and investment teams, that will act with enhanced transparency”.

“We have refined our inaugural investment offerings to reflect our strong belief of investing in Australian business that have a forward advantage, aligned management, and are priced below their intrinsic value. Coupled with our aligned and transparent business model, we believe Blackwattle will provide a refreshing offering to Australian investors across domestic equity markets, and in future across global equity markets”, said Mr Skinner.

Launched in 2023, Blackwattle Investment Partners is a new generation, Australian investment manager, that centres its investment philosophy on a quality approach to investment management. With over 135 years of combined experience and A$10 million in personal capital commitment, Blackwattle seeks to differentiate itself through investment excellence, transparency, and governance.

Equity Trustees’ Mr Beasley added: “Our expertise and decades of experience in funds governance establishes us well to work diligently with Blackwattle as they enter and expand in the domestic equity market”.

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