Tailor your investment to your individual risk profile, with a range of interest returns and security types.

$300m fund, returned over 11%pa since inception 100% 1st Mortgage - zero losses

Consistent returns aiming for cash + 1.50%

5GOV invests in a portfolio of Australian dollar denominated Australian Government Bonds with maturity dates between 5 and 10 years with the aim of providing investment returns, before fees and other costs, that closely track the returns of the Index.

The Fund offers investors access to BCUC’s investment strategy and a diverse portfolio of loans secured by 1st and/or 2nd mortgages against premium Australian real estate. (For Wholesale Investors Only)

The Daintree Hybrid Opportunities Active ETF (ASX: DHOF) will invest in a diversified portfolio of carefully selected Australian and global hybrid securities to provide a steady stream of income.

BNDS invests in an actively managed, diversified portfolio of Australian bonds and aims to outperform the Bloomberg AusBond Composite Index over rolling three-year periods.

Maximum Income for Minimum Risk

UTIP aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of US Treasury Inflation-Protected Securities (‘TIPS’), hedged into AUD. TIPS are a type of government bond issued by the US Treasury, whose face value and interest payments are adjusted for inflation, as measured by US CPI.

The Fund is an open-ended, unlisted unit trust which aims to provide investors with an exposure to a portfolio of real estate backed loans, secured by first and second ranked mortgages.

Opportunity for high income from Australian shares

HoldenCAPITAL Partners provides sophisticated investors with the opportunity to invest in standalone, development related, secured mortgage investments. (For Wholesale Investors Only)

Clime Capital Limited is a long established listed investment company (LIC) that offers investors the opportunity to acquire shares in quality Australian companies.

Vanguard Ethically Conscious Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax.

The objective of the Fund is to provide monthly income through a selection of investments in short-term registered first mortgage loans.