JL

Jack Lowenstein

Morphic Ethical Equities Fund Limited | Non-Executive Chairman, Non-Executive Director
Mr Lowenstein has more than 30 years of relevant experience in companies providing financial services in Australia in both executive and non-executive capacities. Previously he was an executive director and responsible manager at Morphic Asset Management Pty Ltd and Hunter Hall Invest Management Ltd. Jack has had experience in funds management, including supervising activities of investment professionals (portfolio managers, analysts, dealers, distribution specialists), outsourced service providers and operational staff.

Companies and Roles

Company
Title
Tenure
Since
MEC
MEC
Morphic Ethical Equities Fund Limited
  • Non-Executive Chairman
  • Non-Executive Director
9yrs, 5mthFeb 2017
URF
URF
US Masters Residential Property Fund
  • Non-Executive Director
2yrsJun 2024

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
MEC
MEC
Morphic Ethical Equities Fund Limited
30/06/25629,126271,812N/AN/A
TRP
TRP
25/10/2483,08040,000366,060N/A
URF
URF
US Masters Residential Property Fund
25/06/240N/AN/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
MEC
MEC
Morphic Ethical Equities Fund Limited
15/11/23
Issued
9,604$0.956$9,177Dividend Reinvestment Plan (DRP)
MEC
MEC
Morphic Ethical Equities Fund Limited
14/09/23
Issued
8,606$1.031$8,876Dividend Reinvestment Plan (DRP)
MEC
MEC
Morphic Ethical Equities Fund Limited
14/09/23
Issued
20,648$1.031$21,296Dividend Reinvestment Plan (DRP)
MEC
MEC
Morphic Ethical Equities Fund Limited
23/06/23
Issued
9,453$0.950$8,985Dividend Reinvestment Plan (DRP)
MEC
MEC
Morphic Ethical Equities Fund Limited
23/06/23
Issued
3,940$0.950$3,744Dividend Reinvestment Plan (DRP)