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”.

Wayne Mo

Independent fund manager, AL Capital (ALC), has selected Equity Trustees to be the responsible entity of its new range of retail funds, the ALC Global Credit Fund, ALC Active Australian Equity Fund and ALC Active Global Equity Fund.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said: “We are delighted to be selected as the responsible entity for these new retail funds launched by ALC and look forward to working closely with them across both credit and equity markets.”

The ALC Global Credit Fund aims to provide investors with exposure to fixed income securities expected to deliver income. The fund seeks to generate returns in excess of the RBA Cash Rate by 2.5% per annum over a period of 3-5 years.

The ALC Active Australian Equities Fund strives to equip investors with a strategy that offers exposure to ASX listed equities, while deploying various tools to manage downside risk – in particular shorting stocks with the aim of achieving absolute returns above the benchmark.

The ALC Active International Equities Fund will offer investors direct exposure to equities listed on major international exchanges with a return objective corresponding to the MSCI World Index.

Wayne Mo, Chief Executive Officer at ALC said, “We’re pleased to launch these three new funds in partnership with Equity Trustees. Through our diverse exposure across credit and equities strategies, we are expanding our product offering as our client base broadens and demand rises.”

He added that ALC’s long history of investment expertise and the firm’s recent acquisition of Peridot Investment Management points to exciting times ahead and compelling offerings for investors.

“We’ve been delivering excellent returns over the last five years, especially over the last twelve months amid unprecedented market volatility. The agility of our model further allows us to take advantage of timely opportunities without high levels of bureaucracy. Now we’ll be able to leverage the complementary capabilities of Peridot and our existing resources to pursue better outcomes for our investors.”

ALC, the independent investment and fund management arm of Aqualand Group has around $300 million in assets under management. Founded in 2018 ALC specialises in equity across public and private markets, offering investment strategies to institutional investors, high-net-worth individuals, and families.

Equity Trustees’ Mr Beasley added: “Our expertise and long history in funds governance allows us to work diligently with fund management firms, offering a tailored and experienced approach to credit and equity market investments.”

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Wayne Mo

Independent fund manager, AL Capital (ALC), has selected Equity Trustees to be the responsible entity of its new range of retail funds, the ALC Global Credit Fund, ALC Active Australian Equity Fund and ALC Active Global Equity Fund.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said: “We are delighted to be selected as the responsible entity for these new retail funds launched by ALC and look forward to working closely with them across both credit and equity markets.”

The ALC Global Credit Fund aims to provide investors with exposure to fixed income securities expected to deliver income. The fund seeks to generate returns in excess of the RBA Cash Rate by 2.5% per annum over a period of 3-5 years.

The ALC Active Australian Equities Fund strives to equip investors with a strategy that offers exposure to ASX listed equities, while deploying various tools to manage downside risk – in particular shorting stocks with the aim of achieving absolute returns above the benchmark.

The ALC Active International Equities Fund will offer investors direct exposure to equities listed on major international exchanges with a return objective corresponding to the MSCI World Index.

Wayne Mo, Chief Executive Officer at ALC said, “We’re pleased to launch these three new funds in partnership with Equity Trustees. Through our diverse exposure across credit and equities strategies, we are expanding our product offering as our client base broadens and demand rises.”

He added that ALC’s long history of investment expertise and the firm’s recent acquisition of Peridot Investment Management points to exciting times ahead and compelling offerings for investors.

“We’ve been delivering excellent returns over the last five years, especially over the last twelve months amid unprecedented market volatility. The agility of our model further allows us to take advantage of timely opportunities without high levels of bureaucracy. Now we’ll be able to leverage the complementary capabilities of Peridot and our existing resources to pursue better outcomes for our investors.”

ALC, the independent investment and fund management arm of Aqualand Group has around $300 million in assets under management. Founded in 2018 ALC specialises in equity across public and private markets, offering investment strategies to institutional investors, high-net-worth individuals, and families.

Equity Trustees’ Mr Beasley added: “Our expertise and long history in funds governance allows us to work diligently with fund management firms, offering a tailored and experienced approach to credit and equity market investments.”

The post AL Capital selects Equity Trustees for new range of retail funds appeared first on AdviserVoice.

Laird Abernethy

Equity Trustees has been appointed Responsible Entity (RE) by US boutique global equity manager, GQG Partners.

GQG Partners specialises in long-only and emerging market equity strategies and was established in 2016 by prominent investor Rajiv Jain, former CIO and Co-CEO of Vontobel Asset Management, who brings over 25 years of equity investing experience to GQG Partners.

The newly launched GQG Partners Global Quality Dividend Income Fund aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the MSCI ACWI High Dividend Yield ex Tobacco AUD Index, with a view to investing primarily in equity securities or equity-linked instruments of companies located anywhere in the world, that are expected to pay dividends.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said Equity Trustees was pleased to be selected by GQG Partners as responsible entity for their dividend income fund.

“It’s great to add another option to the fold for investors seeking income,” said Mr Beasley. “Equity Trustees is excited to bring our years of local and international funds governance experience to GQG Partner’s equity income capability.”

Laird Abernethy, GQG Partners Managing Director Australia and New Zealand said: “Equity Trustees have a wealth of global experience in listed investments. We believe their expertise is a good fit for us and this type of fund, and we look forward to benefiting from their reputable experience in funds governance.”

“We believe the launch of the GQG Partners Global Quality Dividend Income Fund will give investors access to a quality focussed global dividend income strategy that aims to limit downside risk while providing capital appreciation, dividend income, and attractive returns to long-term investors over a full market cycle.”

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said: “We are very pleased to be selected as the responsible entity role for this new private debt fund by TCP and look forward to working closely with them now and into the future in this growing asset class.”

The TCP Private Debt Income Fund aims to provide investors attractive risk-adjusted returns with a focus on capital preservation. It seeks to achieve this by providing credit / lending to primarily mid-market corporates here in Australia and for select corporates across the Asia-Pacific region.

“There is growing demand for alternate sources of capital by medium-sized companies in Australia and Asia-Pacific as they grow.”

Peter Szekely, Managing Partner at TCP said, “We’re excited about the launch of this fund and providing credit facilities to a range of companies here and in the region and passing the income generated from these loans to our core sophisticated investors.”

He said there is growing demand for alternate sources of capital by medium-sized companies as they grow.

“We have developed what we think is a differentiated offering for local corporate borrowers as well as investors in the non-investment grade credit space. By targeting asset-light growth companies in Australia and across the Asia-Pacific, our objective is to fill that financing gap for companies as traditional banks experience reduced appetite for lending to mid-market corporates amid tight regulatory capital requirements.”

“This fund also provides us with more flexibility and the ability to be move nimbly to optimise credit investments especially in this rising interest rate and inflationary environment,” he said.

TCP has over A$750 million in assets under management and is a part of Tanarra Group, a specialist alternative investment group with A$3 billion in assets under management. TCP has had strong support from large, high-profile Australian institutional investor clients, and is expanding access to individual investors with the TCP Private Debt Income Fund.

Equity Trustees’ Mr Beasley added: “Our expertise and years of experience in funds governance sets us up well to work with asset management firms right across the debt and equity spectrum.”

Agnes Cai

Equity Trustees has been appointed as local Responsible Entity (RE) by Foord Asset Management (Singapore) Pte. Limited (Foord), which celebrated its tenth anniversary this year.

Foord’s genesis as an investment manager was in South Africa with Dave Foord having founded Foord Asset Management in 1981, and expanded its footprint to Guernsey in 1997, Singapore in 2012, Luxembourg in 2013, and now Australia.

The new Foord Global Equity Australian Feeder Fund invests exclusively in the Foord SICAV- Foord Global Equity Fund (Luxembourg) which comprises a diversified portfolio of global equities that aims to achieve a higher total rate of return than the MSCI All Country World Net Total Return Index without assuming greater risk.

Russell Beasley, Executive General Manager of Corporate Trustee Services at Equity Trustees, said Equity Trustees was pleased to be selected by Foord Asset Management as RE for their high conviction global equity portfolio.

“We are excited to start working with Foord and their long-established investment team,” said Mr Beasley.

“Equity Trustees is proud to bring many years of local and international funds governance experience to Foord Asset Management’s equity capability.”

Agnes Cai, Chief Executive Officer at Foord Asset Management Singapore said: “At Foord, investment management is about managing risk. Central to our philosophy is the preservation of capital through the cycle. Foord believes that minimising the permanent loss of capital is paramount to generating superior long-term returns. We are pleased and excited to work with Equity Trustees to offer the adaptable, high conviction, value-driven equity strategy fund to Australian long-term investors.”

Muzzammil Dhedhy

Equity Trustees has been appointed Responsible Entity (RE) for three Sharia Compliant funds spanning equity, property, and fixed income asset classes, launched by Australian based investment manager, Hejaz Asset Management.

The Hejaz Equity Fund aims to match the returns of the iShares MSCI World Islamic UCITS ETF through exposure to a diversified equities portfolio of Sharia Compliant investments. The Hejaz Property Fund seeks to replicate movements in the MSCI World REITs Index through exposure to a diversified portfolio of Sharia Compliant REIT investments. The Hejaz Income Fund’s objective is to achieve a total return equal to the Bloomberg AusBond Bank Bill Index plus 2%, through exposure to a diversified portfolio of Sharia Compliant fixed income investments.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said: “We are delighted to have been selected to undertake the responsible entity role for this range of funds from Hejaz who are part of a broader specialist Sharia Compliant financial services group.”

“We congratulate Hejaz Asset Management on the launch of these three funds and look forward to applying our well-established experience of funds governance to them,” said Mr Beasley.

Muzzammil Dhedhy, Chief Operating Officer at Hejaz Asset Management said: “Equity Trustees has been invaluable in helping us set up and launch these funds for Australian investors. In addition to dealing with funds governance matters, they efficiently supported the preparation and issuing of the three compliant product disclosure statements.

“We believe these three funds offer additional ‘positive impact’ benefits above and beyond returns by incorporating ethical foundations based on achieving prosperity and providing Sharia compliant investments for fund members.”

Melanie De Cressac

Equity Trustees, Responsible Entity for the Nanuk New World Fund [ASX: NNUK] announced the Fund is now listed as an Exchange Traded Managed Fund (ETMF).

Established in 2015 as an unlisted fund, the New World Fund is managed by Nanuk Asset Management Pty Limited (Nanuk), a specialist investment manager focused on the broad global themes of environmental sustainability and resource efficiency.

The Fund’s performance objective which is to provide investment returns which exceed conventional global equity indices, after management fees, over the long term remains unchanged.

Russell Beasley, Executive General Manager, Corporate Trustee Services (CTS), Equity Trustees said the specialist Fund was able to leverage the expertise of the CTS experienced team and strong working relationship with Nanuk to enable the dual arrangement.

“We’re seeing more funds becoming available in listed and unlisted structures, giving flexibility to investment managers and investors. Equity Trustees’ years of experience in funds governance, markets and varying fund structures means we can continue to partner with clients as a Responsible Entity, if or when they choose to list on an exchange like the ASX,” said Mr Beasley.

Melanie De Cressac, Chief Operating Officer at Nanuk said: “Aside from being our RE and bringing decades of experience, we trust and value Equity Trustees’ extensive knowledge of listing funds and are grateful for their expert assistance with quoting the Nanuk New World Fund.

“We believe having an exchange-traded version of the Nanuk New World Fund is an excellent way to evolve a well-established product. We believe it offers the benefits of transparency, liquidity plus an easy entry point into a well-managed modern portfolio focusing on sustainable investments and technologies.”

Andrew Lockhart

Equity Trustees has been appointed Responsible Entity (RE) and Custodian for the Metrics Direct Income Fund (Fund) which is managed by Metrics Credit Partners (Metrics), a leading Australian non-bank corporate lender and alternative asset manager specialising in origination and active management of private debt portfolios.

The Fund seeks to provide monthly cash income, capital preservation, and portfolio diversification by gaining exposure to diversified portfolios of directly originated loans to Australian companies.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said Equity Trustees was pleased to be selected by Metrics as both custodian and responsible entity for such an innovative income fund.

“We’re seeing a diversity of options available to investors who need income. Equity Trustees is excited to perform this dual role and bring our years of experience in custody and funds governance to Metrics’ direct private debt and loans capability,” said Mr Beasley.

Andrew Lockhart, Managing Partner at Metrics said: “Equity Trustees have adeptly stepped in as our new RE for the Metrics Direct Income Fund. We are fortunate to work with such an established organisation and benefit from its reputable custodial experience and wealth of expertise.

“The Fund offers everyday Australians access to well diversified portfolios of private debt assets, providing them with a regular income stream that has traditionally only been available to wholesale investors.”

Mr Francis brings significant client relationship experience, having spent seven years at Perpetual Limited, most recently as Head of Sales and Relationship Management, Managed Fund Services. He has also held senior roles at chartered accounting and advisory firm RSM Australia and corporate advisory specialists PPB Advisory.

Commenting on the hire, Russell Beasley, Executive General Manager, CTS, Equity Trustees said: “We are delighted to welcome Johnny to the CTS team. We have seen strong and growing demand for specialist, independent responsible entity services both in Australia and overseas.

“We are confident the market knowledge and experience Johnny brings to the table will help us to continue to grow the business to its full potential.”

Equity Trustees CTS division currently has more than $100b in funds under management, acting as responsible entity for nearly 300 funds and 100 investment managers. In addition, the CTS division provides a full range of trustee services including debt capital markets and securitisation, loan market and property services.

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 investments in companies that contribute to making a ‘significant change for the better’.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees, said: “We are delighted to be involved in the launch of this exciting new fund, which we believe will help to meet demand from investors for ethical portfolio solutions.

“Having an independent specialist RE can bring decades of experience, ensuring the fund meets compliance and governance requirements. It gives fund managers the confidence to focus on the commercial investment decisions and marketing the product, while we take care of the rest.”

Nick Heuzenroeder, Managing Director and co-founder of Haven Wealth Partners said the fund launch was in response to strong demand from a rising number of ethical-focused investors seeking an investment that aligned with their personal and religious beliefs.

“Our goal was to create a fund which makes a genuine difference to society, by limiting global warming and investing in areas such as renewable energy, healthcare and technology – while avoiding areas that are harmful to society.

“There are many products on the Australian market which claim to be ESG-focused, but we wanted to take it one step further by creating a ‘deep green’ fund that is as ethical as it can be and can be used as a core portfolio solution by investing across different asset classes.”

The Fund is available to retail, wholesale and institutional investors and has already received significant interest, as demand for sustainable investments continues to grow.