Growth Focussed Funds and Investments

Orion Equities Limited is an Australian Listed Investment Company (LIC) with the majority of its funds invested in a portfolio of listed Australian and international companies and Australian property.

The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities.

The fund aims to provide investors with the performance of the S&P Global 1200 Healthcare Sector IndexTM, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or small-capitalisation stocks.

VBTC gives investors exposure to the price of bitcoin before fees and other costs.

The Fund is a long only, actively managed, global equity fund. The Fund seeks to provide investors with exposure to a diversified global portfolio of companies, whose products and services are aligned to the development of a sustainable global economy.

BGBL aims to track the performance of an index (before fees and expenses) that provides exposure to an index comprising approximately 1,300 developed markets companies (ex-Australia).

A unique opportunity to invest in a concentrated investment fund that is focused on taking a strongly contrarian approach to systematically investing in global themes at key inflection points.

The funds aims to achieve a total return in excess of the Benchmark (Bloomberg Global Aggregate USD Sukuk Index) over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant Sukuk investments

The Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.

BEAR seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls on a given day (and a negative return when the index rises on a given day).

The Global X Japan TOPIX 100 ETF (J100) tracks the Topix 100 Total Return Index.

The Qualitas Real Estate Income Fund seeks to provide monthly income and capital preservation by investing in a portfolio of investments that offers exposure to real estate loans secured by first and second mortgages, located in Australia.

MOAT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. This fund aims to provide investment returns before fees and other costs which track the performance of the Index.

Ryder Capital Limited (RYD), an ASX-listed company, is a boutique fund manager pursuing a high conviction, value driven investment strategy specialising in small-cap Australian equities.

CD Private Equity Fund I (ASX.CD1) was listed in August 2012 and is fully committed, having raised a total of US$60 million.