Growth Focussed Funds and Investments

Aims to achieve superior absolute total returns by providing medium to long term capital growth without the constraint of a share market benchmark.

Global X Physical Precious Metal Basket (ETPMPM) offers a low-cost and secure way to access physical gold, silver, platinum, and palladium via the stock exchange.

QAU is backed by physical gold bullion and aims to track the performance of the price of gold, hedged for currency movements in the AUD/USD exchange rate (before fees and expenses).

CNEW gives investors a portfolio of fundamentally sound companies in China having growth prospects in sectors making up ‘the New Economy’, namely technology, health care, consumer staples and consumer discretionary. CNEW aims to provide investment returns, before fees and other costs, which track the performance of the Index.

The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).

The Fund aims to provide investors with the performance of the MSCI World Ex Australia Custom ESG Leaders Index, before fees and expenses. The index is designed to measure the performance of global, developed market large and mid- capitalisation companies with better sustainability credentials relative to their sector peers.

These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.

L1 Long Short Fund Limited (ASX:LSF) was established in 2018 with the sole purpose of investing in a portfolio of predominantly Australian and New Zealand Securities, with up to 30% of the gross exposure allowed in Global Securities.

Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of markets by actively gearing a selection of high-quality, growing companies across the ASX 100.

Hearts and Minds Investments Limited (HM1) is a listed investment company that invests in a high-conviction global equities portfolio, based on ideas from a select group of leading fund managers.

Bentley Capital Limited is a strategic investment company listed on the Australian Securities Exchange.

ESGI gives investors exposure to a diversified portfolio of sustainable international companies listed on exchanges in developed markets around the world (ex Australia)

The Fund invests in a select number of global listed real estate securities, with the aim of providing income and capital growth over the long term.