FIIG Securities, one of Australia’s largest independent fixed income providers, has appointed Equity Trustees to be the responsible entity of its new fund, the FIIG Monthly Income Fund.

Andrew Godfrey Executive General Manager, Corporate and Superannuation Trustee Services, Equity Trustees said: ‘’We are delighted to be selected as the responsible entity role for the new FIIG Monthly Income Fund and are happy to be working with the team again in this continuously evolving fixed income asset class.”

The FIIG Monthly Income Fund is an actively managed portfolio that invests in both Australian and global, floating and fixed-coupon corporate credit and asset-backed securities, with a wide investment universe. These investments are carefully selected, with the aim of delivering consistent monthly income for investors.

Alex Welch, FIIG Securities CEO said that the actively managed fund aims to pursue three key objectives:

• Providing investors with a source of monthly income.
• Targeting capital preservation through lower-risk fixed income investments.
• Providing a diversified portfolio of Australian and global government and corporate floating and fixed interest bonds and asset-backed securities.

“Investors can gain access to FIIG's investment management experience and our established process. On top of that, they benefit from the in-depth research conducted by FIIG's own credit research team,” said Mr Welch.

FIIG Securities was established in 1998 to provide investors with direct access to a broad range of fixed-income products and services. As one of Australia’s leading independent fixed-income specialists, FIIG has grown to service over 9,000 clients with more than $4.5bn in funds under advice as at 3 September 2024, with locations across Australia in Brisbane, Sydney, Melbourne and Perth.

Mr Godfrey added: “Equity Trustees’ history and specialist expertise in funds governance allows us to complement FIIG’s depth of experience within the fixed income universe.”

Download Media Release

________________________________________

MEDIA INQUIRIES

Alicia Kokocinski

General Manager – Marketing & Communications         

+61 03 8623 5396 / +61 403 172 024

akokocinski@eqt.com.au

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, Sydney, Brisbane, Perth and Adelaide.

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.