The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
The Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.
The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.
Leading the salon membership movement. (For Wholesale Investors Only)
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
Late-stage drug development program for Obstructive Sleep Apnea. (For Wholesale Investors Only)
A fund focused on delivering long term capital growth and increasing wellbeing of Australians by investing in the future healthcare needs of Australians. (For Wholesale Investors only)
The Fund will invest in a diversified portfolio of liquid, investment grade fixed and floating rate green, sustainable and social corporate bonds (For Wholesale Investors Only)
The Fund aims to outperform (pre fees) the Bloomberg Ausbond Bank Bill Index plus 60 to 100 basis points per annum over rolling three year periods.
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.
We provide wholesale investors access to commercial real estate opportunities; deliver strong, stable and sustainable quarterly cash distributions (typically 6.5%+ p.a.) and target total returns across a 5–7-year timeframe of 11-12% p.a.
A market neutral Australian equities long/short strategy.
An active extension Australian equities long/short strategy.
The Fund is a leading private debt strategy with quarterly cash distributions. (Wholesale Investors Only)
The Fund’s purpose is to invest in green, sustainable, and social bonds with the primary aim of targeting investments that contribute to lowering carbon emissions.
