Growth Focussed Funds and Investments

HEUR aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.

FOOD aims to track the performance of an index (before fees and expenses) that comprises the largest global agriculture companies (ex-Australia), hedged into Australian dollars.

The Fund aims to provide investors with a diversified portfolio of high performing growth equity assets across a broad spectrum of industries.

Thorney Opportunities Ltd [TOP] is an ASX listed investment company (LIC) which concentrates on producing absolute returns for shareholders over the medium to long term. Its primary focus is on the careful selection of investments which enables TOP to be a constructive catalyst towards unlocking the value in the companies that it identifies.

Katana Capital Limited (ASX code KAT) is a listed investment company (LIC) which is managed by Katana Asset Management Ltd (AFS License Number 288412). KAT was listed on the Australian Stock Exchange (ASX) in December 2005.

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).

ZILIO is a high-growth Seed Investment opportunity in the Fashiontech space for investors looking to take part in solving eCommerce’s Trillion-Dollar sizing and returns problem. (For Wholesale Investors Only)

The Merewether Capital Inception Fund invests in microcap companies listed on the ASX. It employs a long-only, high conviction strategy (10-25 positions) with a focus on profitable growing companies with skilled and aligned management teams.

The fund aims to achieve a total return at least equal to movements in the MSCI World REITs Index (USD) (hedged into AUD) over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant REIT investments.

An intelligent climate change investment solution.

The Fund invests in small and midcap listed global equities with aims for returns greater than the MSCI All Country World Index SMID Cap unhedged in Australian dollars over rolling 3 year periods after fees.

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.

To provide investors with high capital growth over the medium to long term (3-5 years) by seeking exposure to the Asian markets (other than the Japan market), adjusted to take into account certain ESG (Environmental, Social and Governance) considerations.

H&G High Conviction Fund is an equity fund with a focus on Ex-ASX300 listed companies. (For Wholesale Investors only)

The Fund provides investors with exposure to leading Australian companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.