Talaria selects Equity Trustees as responsible entity for three global equity funds

Patrick Buncsi

1 April 2025

Australian boutique investment firm Talaria Asset Management has selected Equity Trustees to serve as responsible entity for all three of its global equity funds.

Equity Trustees has been entrusted to oversee the dual access Talaria Global Equity Fund Complex ETF (TLRA), the Talaria Global Equity Fund Currency Hedged Complex ETF (TLRH), and the Talaria Global Equity Fund – Foundation units.

Equity Trustees will be tasked with ensuring the funds meet their regulatory and compliance obligations.

Talaria chief executive Jamie Mead said the investment firm was “delighted” to partner with a leading Australian provider of specialist trustee services.

“We’re looking forward to the enhanced capability and user experience that Equity Trustees can offer our business,” Mead said.

Talaria’s flagship global equity strategy offers investors international exposure to a range of large cap – up to 45 individual – companies. The strategy is designed to deliver both consistent income and capital appreciation, with the aim of growing real wealth while managing risk, the firm says.

“Talaria’s bottom-up research focus, combined with track record of delivering investors multiple sources of return with less downside capture and low volatility has never been more important as they try to navigate through the current market uncertainty,” Mead added.

Talaria Asset Management is a specialist global equity manager and collectively oversees more than $2.5 billion in assets.