FUND WaveStone Dynamic Australian Equity Fund / UBS AG / Insurance/Diversifieds / AMP / Ernst & Young / Deutsche Bank / Utilities / WaveStone Dynamic Australian Equity Fund / WaveStone Capital Pty Limited / Jurisdiction WaveStone Capital Pty Limited / Argo Investments / Share / Challenger Limited / Australia Fidante Partners Limited / Telcos / Prudential / Colonial First State / SBC Warburg / Fidante Partners Limited / Fidante Partners Limited Management / Investment Management Agreement WaveStone Capital Pty Limited / UBS Nominees Pty Limited / Page 6 / /
Country
New Zealand / Australia / /
Currency
USD / /
Event
M&A / Product Recall / Product Issues / /
IndustryTerm
custodial services / Risk management / compliance plan auditor / finance / prime broker / bank / audit services / banking / compliance support services / /
MarketIndex
ASX 100 / ASX 200 / ASIC / /
Organization
Corporate Services Division / TransTasman Share Fund / Sector Neutral Fund / ASIC / Australia Securities and Investments Commission / Investment Committee / Auditing and Assurances Standards Board / Australian Securities and Investments Commission / Team / Australian Taxation Office / /
independent administrator / prime broker / manager investing / custodian / investment analyst / portfolio manager / company and compliance plan auditor / industrial analyst / broker / investment analyst role / manager management fee and performance fee / Director and Co-Founder/Portfolio Manager / auditor / manager of the Fund / Director and Co-Founder Portfolio Manager / Head / director / officer / Prime Broker and Custodian / Commercial Director and Co-Founder / INVESTMENT MANAGER Investment manager / investment manager / Chairman / investment manager of the Fund / manager conviction / active / high conviction manager / banking and insurance research specialist / manager Page / analyst / manager / jurisdictions / manager This disclosure principle / portfolio manager / managing the Sector Neutral / /
WaveStone Dynamic Australian Equity Fund ASIC Benchmarks and Disclosure Principles Report – 2 February 2015 This ASIC Benchmarks and Disclosure Principles Report (Report) provides specific information in relation to th