Equity Trustees appointed RE to Haven Wealth Partners

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Equity Trustees has been appointed as a responsible entity for Haven Wealth Partners, which has launched its first fund in the Australian market with a focus on ‘deep green’, ethical investing. The Haven Wealth Partners Ethical Absolute Return Fund is a value-focused ethical absolute return fund, which applies stringent positive and negative screens to its

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Acadian Asset Management launches systematic global macro fund

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Acadian Asset Management LLC, together with Equity Trustees, have launched a new multi-asset absolute return fund in Australia for those seeking a consistent and diversifying stream of returns, with low correlations to equities and other asset classes, while maintaining a prudent and defensive level of risk. The Acadian Global Macro Fund will be available for

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LGT Capital Partners appoints Equity Trustees as RE for new global alternatives fund

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LGT Capital Partners (LGT CP), an asset manager owned by the Princely House of Liechtenstein, has launched its first fund in the Australian market, the LGT Multi-Alternatives Australia Fund. LGT CP, which manages more than US$75 billion (A$99 billion)* in funds under management and operates from 12 offices around the globe, has appointed Equity Trustees

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Harvest Lane transitions two funds to Equity Trustees

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Harvest Lane Asset Management has selected Equity Trustees as the new responsible entity for two of its funds. Based in Sydney, Harvest Lane has a focus on generating positive returns on capital, regardless of economic conditions. Equity Trustees this month took over as responsible entity for the flagship Harvest Lane Asset Management Absolute Return Fund

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Coolabah appoints Equity Trustees as RE for new quoted fund

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Coolabah Capital Investments (Retail) Pty (CCI) has selected Equity Trustees to act as responsible entity for its latest quoted fund offering. The Coolabah Active Composite Bond Fund (Hedge Fund) is a dual registry (listed and unlisted) fund and will be available on Chi-X Australia – the first time CCI has launched a fund on Australia’s

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EFM Asset Management selects Equity Trustees for new fund

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EFM Asset Management Limited (EFM) has appointed Equity Trustees as responsible entity for its latest offering, the EFM Global Financial Services and Technology Trust. A listed global equities specialist based out of Hong Kong, EFM has a focus on quality growth investments. EFM will join the growing list of global fund managers entering Australia, with

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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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Equity Trustees restructures corporate services team

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As part of Equity Trustees Corporate Trustee Services’ (CTS) previously announced strategy to focus on its trustee and responsible entity operations, the business has restructured its senior management team. As a result, two senior roles have been created to add support to client relationships as well as fund operations. Russell Beasley, previously General Manager Fund

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