The Fund provides the opportunity for regular, defensive interest income without a disproportionate increase in risk.
The ASF aims to provide Eligible Investors with access to a portfolio of ASX listed equity securities outside the S&P/ASX 100 Index. The portfolio may also have some exposure to ASX listed securities and global companies. (Wholesale Investors Only)
10%+ returns. Enabled by Oreana’s end-to-end investment model.
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Fund invests in quality commercial properties, targeting assets in major metropolitan markets with high occupancy rates and stable income streams, underpinned by long-term leases with secure commercial tenants.
The Fund is a long short investment fund investing in developed market equities in Australia and internationally (For Wholesale Investors Only)
The Fund aims to deliver a minimum net 10% p.a. absolute return over a rolling 2-year period, at lower risk than other comparable equity funds (Available for Wholesale Investors Only)
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
The Monash Investors Small Companies Fund offers investors an Australian equity fund with a long bias and an Absolute Return focus.
To provide long-term capital growth by investing in a portfolio of life science companies where innovation plays a crucial role in improving global health and economic outcomes.
Consistent returns aiming for cash + 3.50%.
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
Delivers investor returns through investments in mortgages against Australian real estate.
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
