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Funds Management Sector

Equities Funds

Here are some of our work highlights demonstrating our capabilities and expertise in Funds Management across the equities sector.

MARQ Private Funds

Lead adviser to MARQ, a specialist independent wholesale fund trustee, including structuring advice on multi-layered funds, establishing funds in different sectors, including equities, preparing information memoranda for each fund, and conducting verification on the disclosure content.

Vasco Trustees

Advising Vasco on establishing and promoting multiple retail and wholesale funds across various sectors, including property, equities, alternative assets, and significant investor visa offerings.  Vasco is an independent professional investment management group providing fund establishment, trustee, and administration services to Australian and international investment managers.

The Motley Fool 

Advising on establishing the Lakehouse Small Companies Fund which is a retail fund managed by Lakehouse Capital Pty Ltd, a subsidiary of The Motley Fool, including preparing the fund's constitution, investment management agreement and product disclosure statement.

One Investment Group 

Advising on establishing approximately 30 managed investment schemes each year, including equities funds. We are the lead adviser to OIG which has more than $35 billion of fund assets under management.

Pellicano Funds Management 

Advising on the sale of a 50 percent interest in Pellicano Property Trust 3 to Sunsuper in a highly complex transaction.

USS Funds Management 

Establishing a stapled vehicle to acquire, develop and operate self-storage facilities, with listed company National Storage as the cornerstone investor.

Rushton Capital Management 

Advising the responsible entity for the Rushton Global Neutral Fund on securing an AFS licence, the constitution and compliance plan, investment management agreement, and PDS.

Linear Asset Management 

Preparing the PDS for the Freehold Australian Property Fund, a unique fund investing directly into listed A-REIT and infrastructure securities and unlisted property securities.

Munro Investment Fund 

Advising Munro Asset Management, the responsible entity of this absolute return fund, on the preparation of its PDS and the prime broker agreement with Morgan Stanley & Co.

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