The Fund invests in founder-led companies creating new products and services with proven growth. (This is for Wholesale Investors only)
The Fund is an actively managed, multiple strategy approach seeking to deliver absolute returns from trading inefficiencies and providing exposure to the nascent digital asset sector. (For Wholesale Investors Only)
Pella seeks to construct a portfolio with a superior growth/valuation relationship and quality to the Market by targeting companies that are growing, trading on attractive valuations, generate strong returns on capital, and have strong ESG credentials.
The Fund offers Australian wholesale investors balanced exposure to a professionally managed portfolio of blockchain assets. (For Wholesale Investors Only)
The Fund offers the opportunity to invest in a country that is experiencing strong GDP growth that is forecast to continue for a long time to come (For Wholesale Investors Only).
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
The Forager International Shares Fund offers a different approach to investing overseas. With investments in large liquid and resilient businesses, combined with smaller value-based ideas, the Fund offers exposure to a unique portfolio of global shares.
The Fund has an absolute return focus (long/short with long bias), has no cash limit, and can invest in both large and small cap companies (For Wholesale Investors Only)
The Fund seeks to outperform its benchmark, the MSCI India (Net) in AUD over rolling 5 year periods, with less volatility than the stated benchmark (For Wholesale Investors Only)
Futurity Education Bonds are designed for you to tax-effectively save and invest to fund your educational aspirations for you and your family. The flexible structure gives you full control and access to your funds at any time.
Harvest Lane seeks to generate superior, risk-adjusted returns regardless of prevailing market conditions with a particular focus on ‘corporate events’, including mergers and acquisitions.
The Fund strategy aims to deliver annual positive absolute returns through our Asymmetric investment approach. (For Wholesale Investors only)
The objective of the Fund is to deliver an absolute return by participating in up to 50% of profit over the life of the Fund via a property development project located at Brighton Beach. (For Wholesale Investors Only)
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 3.0% p.a. after fees on a rolling 5-year basis.
The WCM Quality Global Growth Fund is an actively managed fund (quoted managed fund) investing in global equities within the consumer, technology and healthcare sectors.
