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
Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.
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