JL

Jack Lowenstein

Morphic Ethical Equities Fund Limited | 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. He is currently non-executive chairman of the ASX listed investment company Morphic Ethical Equities Fund Ltd. Previously he was an executive director and responsible manager at Morphic Asset Management Pty Ltd and Hunter Hall Invest Management Ltd. Jack has also served as executive deputy chairman of Hunter Hall International Ltd, non-executive chairman of Tissue Repair Limited, and as a non-executive director of Fiji Kava Ltd, Calliden Group Ltd/Reinsurance Australia Ltd and Kresta Holdings Ltd, all listed in the ASX. 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 Director
8yrs, 4mthFeb 2017
URF
URF
US Masters Residential Property Fund
  • Non-Executive Director
1yrsJun 2024

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
TRP
TRP
25/10/2483,08040,000366,060N/A
MEC
MEC
Morphic Ethical Equities Fund Limited
30/06/24941,420N/AN/AN/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
20,648$1.031$21,296Dividend 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
23/06/23
Issued
3,940$0.950$3,744Dividend Reinvestment Plan (DRP)
MEC
MEC
Morphic Ethical Equities Fund Limited
23/06/23
Issued
9,453$0.950$8,985Dividend Reinvestment Plan (DRP)