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ASSOCIATE GLOBAL PARTNERS LIMITED — Investor Relations & Filings

Ticker · APL ISIN · AU0000251514 LEI · 9845002FC5EDAH999B34 ASX Financial and insurance activities
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Filings indexed 832 across all filing types
Latest filing 2023-07-23 Interim / Quarterly Rep…
Country AU Australia
Listing ASX APL

About ASSOCIATE GLOBAL PARTNERS LIMITED

https://www.associateglobal.com

Associate Global Partners Limited is a multi-boutique asset management firm that specializes in identifying and partnering with high-quality investment managers to deliver a diverse range of investment solutions. The company provides retail and institutional investors with access to specialized investment strategies across various asset classes, including global and domestic equities. Its core business model involves establishing strategic partnerships with boutique managers, offering them operational support and distribution capabilities while providing investors with professionally managed portfolios. Key offerings include managed funds and listed investment vehicles designed to achieve long-term capital growth and income objectives. The firm focuses on rigorous manager selection and ongoing performance monitoring to ensure alignment with investor goals.

Recent filings

Filing Released Lang Actions
Quarterly Activity Report and Appendix 4C 11 pages 627.1KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Quarterly activity report – for the quarter ended 30 June 2023' and contains detailed financial and operational information for the quarter, including Funds Under Management (FUM) updates, portfolio performance, acquisitions, distribution agreements, cash flow statements, and other financial metrics. It includes actual financial data such as cash receipts, payments, net cash flows, and fund returns for the quarter, which are characteristic of a comprehensive interim or quarterly financial report. The presence of the Appendix 4C cash flow report, which is a regulatory requirement for quarterly reporting under ASX Listing Rules, further supports this classification. The document is about 15,000 characters long, indicating it is a full report rather than a brief announcement or certification. Therefore, the document fits the definition of an Interim / Quarterly Report (IR).
2023-07-23 English
Change of Director's Interest Notice- K Poutakidis 3 pages 251.1KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rules and the Corporations Act. It details changes in securities holdings by a company director, including dates, number of shares held before and after, and nature of the changes. This matches the definition of a Director's Dealing report, which reports personal share transactions by company directors and executives (insider trades). The document is not an announcement of a report, nor a full financial report, but a specific regulatory filing about director share transactions.
2023-07-06 English
Change of Director's Interest Notice - N Campbell 2 pages 287.5KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details changes in securities holdings by a company director, including the number of securities held before and after the change, nature of the interest, and transaction details. This matches the definition of a Director's Dealing report, which involves reporting personal share transactions by company directors and executives (insider trades). The document is not an announcement of a report, nor a full financial report, but a specific notice of director's interest changes.
2023-06-28 English
Change of Registered Office Address 1 page 191.6KB
Regulatory Filings Classification · 100% confidence The document is an ASX announcement dated 23 June 2023 regarding a change of the company's registered office and principal place of business address. It references compliance with Listing Rule 3.14 but contains no financial data, no report or results, no management or board changes, no voting results, no legal proceedings, no capital changes, and no other substantive report content. The document is short (904 characters) and is a straightforward regulatory announcement about an administrative change. This fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2023-06-22 English
Change of Director's Interest Notice - M Switzer 3 pages 251.6KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details the change in securities holdings of a company director, including the number of shares acquired, disposed, and held before and after the change. The document is a formal notification of a director's personal share transactions, specifically insider trades. It does not contain financial statements, management discussion, or other report content. Therefore, it fits the category of Director's Dealing (DIRS). The document length is 4704 characters, which is consistent with a detailed insider trading notice rather than a full report or announcement of a report.
2023-05-01 English
Quarterly Activity Report and Appendix 4C 10 pages 568.3KB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Quarterly activity report – for the quarter ended 31 March 2023' and contains detailed financial and operational information for the quarter, including Funds Under Management (FUM) updates, acquisition details, fund performance, cash flow statements, and management commentary. It includes actual financial data and analysis for a period shorter than a full fiscal year (quarterly). The presence of a detailed Appendix 4C cash flow report further supports this classification. The document is comprehensive and exceeds 5,000 characters, indicating it is the report itself rather than an announcement of a report. Therefore, the document fits the definition of an Interim / Quarterly Report (IR).
2023-04-27 English

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