Wilson appoints Equity Trustees as RE

26 October 2023
| By Laura Dew |
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Wilson Asset Management has appointed Equity Trustees to be the responsible entity (RE) for its new Wilson Asset Management Leaders Fund.

The fund was launched on 3 October and provides investors with access to an actively managed investment portfolio, comprised of large cap companies listed predominately on the ASX 200 that offer compelling fundamentals, a robust macro-economic thematic and a catalyst.

It aims to achieve a combination of capital growth and income over the medium to long term, in addition to preserving capital, managed by lead portfolio manager Matthew Haupt.

The fund will replicate the investment strategy of WAM Leaders Limited, an Australian ASX-listed investment company which listed in 2016.

Andrew Godfrey, executive general manager, corporate and superannuation trustee services at Equity Trustees, said: “We are excited to be selected as the responsible entity role for this unit trust by Wilson Asset Management and look forward to working closely with them.

​“Our expertise and decades of experience in fund governance means we’re well-placed to work effectively with Wilson Asset Management.”

This is the latest asset manager to opt for Equity Trustees as an RE following a decision by Blackwattle Investment Partners, LaSalle and SG Hiscock to select the firm as their RE.  

It was also announced as the superannuation trustee for Future Super Fund, including ethically invested super offering Verve Super. The superannuation trustee business now services more than 630,000 super fund members.

Wilson Asset Management is the investment manager for a diversified portfolio of listed investment companies investing in Australian large cap equities, Australian small to mid cap equities, global equities, Australian microcap equities, discounted asset opportunities and alternative assets.

It was established in 1997 by Geoff Wilson and currently manages over $5 billion of funds under management.

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