News and Resources

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3 May 2022

Macquarie conference update. Tracking well to guidance.

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Client event packs

28 February 2022

A slide on geopolitical events, from our deck, that is topical in today’s news.

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Target Market Determinations

15 November 2021

Some of our clients’ compliance teams have asked about the target market determinations of products that they are using. We’ve summarised the TMDs for products in our portfolios.

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Investment strategy update

4 November 2021

We’ve updated our investment strategy presentation with our current views. We remain modestly defensively positioned, given high valuations but improving growth, and overweight value. Full details are in our investment strategy pack.

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Five more SMAs available

1 November 2021

Macquarie Wrap has added Aequitas’s Growth Portfolio to their SMA platform and on FirstWrap the Aequitas Core Equity Portfolio, Growth Portfolio, Balanced Portfolio and Moderately Conservative Portfolio are now open for investment.

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Macquarie SMAs launched

24 June 2021

We’re pleased to announce that our portfolios have launched as separately managed accounts on Macquarie Wrap. Contact the Aequitas team or your Macquarie Wrap BDM for more details.

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Important Information: This document has been prepared by Aequitas Investment Partners ABN 92 644 165 266 (“Aequitas”, “our”, “we”), a Corporate Authorised Representative (no. 1284389) of C2 Financial Services, (Australian Financial Services Licensee no. 502171), and is for distribution within Australia to wholesale clients and financial advisers only.

This document is based on information available at the time of publishing, information which we believe is correct and any opinions, conclusions or forecasts are reasonably held or made as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither Aequitas nor any of its affiliates accept liability to any person for loss or damage arising from the use of the information herein.

Please note that past performance is not a reliable indicator of future performance.

General Advice Warning: This document has been prepared without taking into account your objectives, financial situation or needs, and therefore you should consider its appropriateness, having regard to your objectives, financial situation and needs. Before making any decision about whether to acquire a financial product, you should obtain and read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) and consider talking to a financial adviser.

Taxation warning: Any taxation considerations are general and based on present taxation laws and may be subject to change. Aequitas is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

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