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EFM Asset Management Limited (EFM) has appointed Equity Trustees as responsible entity for its latest offering, the EFM Global Financial Services and Technology Trust.

A listed global equities specialist based out of Hong Kong, EFM has a focus on quality growth investments. EFM will join the growing list of global fund managers entering Australia, with the launch of the EFM Global Financial Services and Technology Trust in the local market.

The Trust provides access to a diverse range of global opportunities in the financial services and technology sectors, with the aim of achieving absolute returns for investors. It will adopt the successful investment strategy followed by EFM’s existing offshore fund.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said Equity Trustees was pleased to be working with EFM Asset Management for the first time.

“We are delighted to have been selected to undertake the responsible entity role for this exciting new investment offering and congratulate EFM on its launch,” he said.

Mr Beasley said Equity Trustees had continued to expand its Corporate Trustee Services in recent years, with its UK ACD, UCITS Management Company and AIFM services attracting the attention of global managers.

“Our global offering is assisting investment managers who wish to tap into new markets, with the backing of a partner that can provide specialist local knowledge and a robust compliance and governance structure,” he said.

Jeff Emmanuel, Executive Chairman and CIO of EFM Asset Management said: “Our flagship FST Fund has been awarded a 4-Star “Superior” Rating by the highly regarded fund rating agency, SQM Research.

“We are proud to partner with Equity Trustees to provide Australian based investors the ability to tap into winning companies in the global financial services and technologies sectors.”

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Alicia Kokocinski

General Manager – Marketing & Communications

03 8623 5396 / 0403 172 024

Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth, London and Dublin.

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. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers.