Australian Wholesale Funds Marketing, a third-party marketer for groups such as value fund-of-funds manager Davis Selected Advisors, has changed its name to Australian Funds Marketing (AFM) after receiving an expanded AFSL allowing it to operate retail managed investment schemes.
It has established the AFM Davis Value Trust, with State Street as custodian and administrator, and is approaching platforms on the back of a ‘highly recommended’ rating for the product from Zenith Investment Partners. AFM also represents Edinburgh-based global equity manager Martin Currie, Ohio-based private equity manager Peppertree Partners, and the transition management business of Deutsche Bank.
10 October 2006 00:00
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Investments
The Future Fund delivered a 14.8 per cent one-year return to June 30, 2026, attributing the return to a combination of exposure to commodities, geographic diversification, an increased focus on active management and low exposure to bonds. Newly minted chief investment officer Richard Brandweiner also highlighted strong performance in emerging markets.
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