The Fund invests in a diversified portfolio of high-quality global companies in regions around the world. It employs a bottom up, fundamental based, unconstrained investment approach to stock selection and constructing portfolios.
The Portfolio provides investors diversity by investing in a range of small and medium sized stocks listed on the ASX.
The portfolio aims to outperform the S&P/ASX 100 Accumulation Index by 2.0% p.a. (after fees) over rolling five-year periods.
For wholesale investors looking for country diversification and access to international small companies.
An active extension Australian equities long/short strategy.
The Fund invests in founder-led companies creating new products and services with proven growth. (This is for Wholesale Investors only)
The Fund offers investors access to a dedicated ‘shareholder activism’ strategy that looks to generate attractive risk – adjusted capital growth with some income. (For Wholesale Investors Only)
The Fund invests in an actively managed concentrated portfolio of global small and mid capitalised (SMID) stocks in a variety of regions around the world. It employs a bottom up, fundamental based approach to stock selection and constructing portfolios.
The Fund seeks to generate better risk adjusted returns by focusing on investing in carefully screened market opportunities. (For Wholesale Investors Only)
Put simply, Peak is about making smart investments to produce superior returns. (For Wholesale Investors Only)
The Fund is designed for investors looking for lower risk equity market exposure or those drawing down on their savings.
For wholesale investors looking for long term capital growth.
The Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
The fund invests in companies and trusts listed, or soon to be listed, on the Australian Stock Exchange that offer an opportunity for above-average returns through their growth potential.
Capital growth over the medium to long term, to be used as a small component within a portfolio where the consumer has a 5 year investment timeframe, very high risk/return profile and needs daily liquidity
