The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.

Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currently has $300m of Funds Under Management.

The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).

Cadence Opportunities Fund is a Listed Investment Company (LIC) which focuses on benefiting from shorter-term trends to a greater extent than CDM and has a greater ability to participate in trading opportunities.

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.

CRYP aims to track the performance of an index (before fees and expenses) that provides exposure to global companies at the forefront of the dynamic crypto economy.

HVLU gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance with returns hedged into Australian dollars. HVLU aims to provide investment returns before fees and other costs which track the performance of the Index.

HGBL aims to track the performance of an index (before fees and expenses) comprising approximately 1,300 developed markets companies (ex-Australia), hedged into Australian dollars.

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.

Sequoia has just launched a new investment enabling investors to a diversified commodities index with minimal upfront capital and limited downside risk.

An actively managed asset allocation fund that invests in a portfolio of equities, fixed income and commodity-linked investments from Australia and globally. The Fund employs Contrarius’ valuation-based, contrarian investment philosophy.

The Montaka Global Fund – Active ETF (ASX: MOGL) is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.

The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.

An ASX listed investment company that holds positions across both public and private markets, covering a range of industries and stages of development. The investment strategy targets innovative companies that display a sustainable competitive advantage and strong management teams. The Fund also aims to provide a steady, fully franked dividend stream.

The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)