Active ETFs

The Fund objective is to achieve a return in excess of global bond markets.

The Switzer Dividend Growth Fund – Active ETF (SWTZ or the Fund) is an income-focused exchange-traded managed fund with a mix of yield and quality companies.

The Fund seeks to achieve a total return after fees that exceeds the total return of the S&P Global Natural Resources Index (net dividends reinvested) in AUD over rolling five year periods.

Designed to provide current income while maintaining prospects for capital appreciation.

The fund aims to generate attractive returns by dynamically investing in global fixed income instruments. It aims to provide diversification against equity risk as well as capital growth and some income.

Designed to provide current income while maintaining prospects for capital appreciation.

HBRD aims to provide investors with attractive monthly income from an actively managed diversified portfolio of hybrids, subordinated bonds, senior bonds and cash. The Fund is overseen by a professional manager that can allocate tactically between these investment types.

The Fund provides investors with the potential for long-term capital growth by investing in companies located in India, as well as companies located elsewhere that derive a significant proportion of their earnings from India (Indian Securities).

MCGG is quoted on the ASX as an actively managed ETF. It invests in, and therefore tracks the performance of the Munro Concentrated Global Growth Fund. Investment returns first. MCGG.ASX aims to take the traditional but more volatile investment path by being full invested in the market across 20 to 40 long positions.

The Fund provides investors with the potential for long-term capital growth by investing in a portfolio of mid and small-cap global securities

The Fund aims to provide investors with regular and stable income comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities while hedging the Fund’s currency exposure back to AUD and to outperform the benchmark, being an accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum.

Long-Term dividend growth and capital appreciation. The target is to exceed the MSG All Country World ex Australia Index by 2.5% pa after all fees and expenses on a rolling 5 year basis.

The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over a rolling three-year basis (before fees). It aims to provide regular monthly distributions with some potential for growth. The Fund provides exposure to a diversified portfolio of subordinated bonds, which may offer higher levels of yield than cash or other investment grade bonds.

The Fund provides investors with the potential for long-term capital growth and some income by investing in a concentrated portfolio of Australian securities.

The Lakehouse Global Growth Fund focuses on investing in mid-to-large growth companies across global markets