Federation Asset Management (Federation) has appointed Australia’s market leading independent funds governance specialists, Equity Trustees, to act as trustee and responsible entity of the Federation Alternative Assets Trust.

Launching in September last year, the investment firm has their sights set on being on Asia-Pacific’s leading investor in renewable energy, health, education, real estate and companies with strong growth potential.

“As a new firm, with plans to invest in innovative growth areas, they need to put all their focus into building the investment strategy and the business and reaching out to investors that share their vision,” said Harvey Kalman, Executive General Manager, Corporate Trustee Services, Equity Trustees.

The fund targets three asset classes – private equity, real estate and renewable energy. Investors have the flexibility to invest within or across asset classes.

Since opening their doors in September 2018, Federation has seen strong interest from both domestic and offshore investors: “We bring together significant capability and experience in sourcing and managing investments in areas we believe in, as well as being smart investment choices,” said Cameron Brownjohn, Chief Executive Officer, Federation.

“Ultimately our vision is to use our skills and expertise to not only generate strong returns for our investors, but also help grow the production of clean energy, to build a better community and to improve the health, education and living conditions of future generations,” he said.

Mr Kalman concluded: “With 20 years’ experience, Equity Trustees takes care of the compliance and regulatory work, bringing an enhanced capability to ensure  the trust is launched smoothly and within the required legal and regulatory framework, so that investors who choose Federation can have the certainty that their investment is secure and appropriately supervised. We’re excited to be partnering with Federation and their vision.”

Download the full Media Release here

MEDIA INQUIRIES

Alicia Kokocinski

Senior Manager – Marketing & Communications         

03 8623 5396 / 0403 172 024

akokocinski@eqt.com.au

Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. Estate planning services are provided by EQT Legal Services Pty Ltd (ABN 32 611 391 149). Estate and Trust Administration services are provided by Equity Trustees Limited (ABN 46 004 031 298) AFSL 240975 and Equity Trustees Wealth Services Limited (ABN 33 006 132 332) AFSL 234528. These companies are part of the EQT Holdings Limited (ABN 22 607 797 615) group of companies, listed on the Australian Securities Exchange (ASX:EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London.