Gate Capital has selected Equity Trustees to provide UCITS Management Company services for its latest offering, The Written Fund.
The Fund was launched on the Equity Trustees’ Irish domiciled UCITS ‘Gateway’ platform and is now open to investors.
Gate Capital is a new client for Equity Trustees, a 132-year-old Australian trustee business now providing independent fund governance services in both the UK and Ireland.
The Written Fund (a covered option writing fund), aims to achieve medium to long term capital appreciation by investing in equities and pursuing an active Equity Option writing strategy.
“We’re pleased to have been chosen by Gate Capital to partner with them on the development of this exciting fund offering,” said Kevin Lavery, CEO, Equity Trustees Fund Services (Ireland).
“Our UCITS Gateway Platform continues to be a popular choice for Asset Managers looking for a turn-key solution to launching UCITS funds in Europe.”
FCA regulated Gate Capital Group provides a range of tailored investment strategies to investors seeking better risk-managed net returns through a combination of Equities, Bonds, Futures, Options and Alternative assets, to secure capital and seek above average returns.
“Equity Trustees have shown a true partnership approach throughout the launch project. Their commitment, knowledge and experience simplified the process and enabled us to focus on developing the strategy and interacting with our investors,” said Justin Jenk, Director, Gate Capital Group.
“Equity Trustees is the leading provider of trustee and fund governance services in Australia with funds under administration and management of more than AUD $100b, acting as fiduciary for nearly 300 funds and 100 investment managers,” said Harvey Kalman, Managing Director UK and Europe & Global Head of Business Development Fund Services, Equity Trustees.
“Our European offices are continuing to strengthen by providing our clients with a trusted partner in both the UK and Ireland,” concluded Mr Kalman.
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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 (UK & Europe) Ltd (Company number 10145592) is a subsidiary of EQT Holdings Limited.
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.