Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement
Markets
13 May 2025 by Maja Garaca Djurdjevic

Market rebound could backfire as Trump eyes tariff leverage

An economist has warned that a market rebound following the US–China trade truce could embolden Trump to escalate tensions once more. The 90-day ...
icon

Gold glitters in 2025: Betashares ETF hits $1bn on safe haven surge

Investor appetite for the yellow metal has intensified in 2025, with a local firm surpassing $1 billion in funds under ...

icon

Active managers warn index exposure ‘guarantees mediocrity’

While passive strategies continue to dominate the market as they relate to flows and assets, investment strategists have ...

icon

Future Fund announces key dual-executive appointment

The country’s sovereign wealth fund has unveiled a flurry of changes to its leadership team, including the appointment ...

icon

IFM’s first overseas owner to unlock £5bn investment

The industry superannuation fund-owned global private markets manager has finalised a landmark partnership with a UK ...

icon

T. Rowe Price cuts US equities, eyes global growth

T. Rowe Price has announced a reduction in its exposure to US equities and mega-cap tech stocks due to changing market ...

VIEW ALL

Joint ventures pay off for Aust Unity

  •  
By Christine St Anne
  •  
4 minute read

AUI's joint venture strategy has helped the manager secure more than $5 billion in funds under management in three years.

Australian Unity Investments' (AUI) joint venture strategy has helped the manager secure more than $5 billion in funds under management in three years, according to AUI head David Bryant.

AUI has joint ventures with Platypus Asset Management, Vianova Asset Management and Acorn Capital.

Bryant said the firm had attracted both institutional and retail money.

"We found that institutional investors tend to be the leaders in any new investment strategy. Once they have seeded our managers, the retail market soon followed," he said.

 
 

Platypus Asset Management has won mandates from Intech, AMP Capital Investors and industry superannuation funds Master Super and AustralianSuper.

The AUI-Platypus Australian Equities Trust is on the BT Wrap, Macquarie, Netwealth, Ausmaq and Beacon platforms.

Acorn Capital has mandates from industry funds Unisuper and Sunsuper and from corporate fund Qantas Superannuation.

The Acorn Wholesale Microcap Trust is on the BT Wrap, Macquarie Wrap, Asgard, Navigator, Oasis and Goldman Sachs JBWere platforms.

Vianova's Strategic Fixed Interest Trust is listed on BT Wrap Advantage, Macquarie Wrap, Netwealth and Ausmaq. It is also on the Genesys and Lonsdale approved product lists.

"The Vianova success story is just beginning. Its retail fund is starting to receive strong research ratings so it is featuring on approved lists for the first time," Bryant said.

He said the investment manager was looking to secure more joint ventures in a bid to expand into the asset classes of listed property and international equity.