The Fortlake Sigma Opportunities Fund seeks the most compelling risk-adjusted return opportunities within global fixed income markets.

A diversified, open-ended fund with registered first mortgage security only over real estate assets primarily in metropolitan areas of Sydney and Melbourne (For Wholesale Investors Only).

Attractive income from floating rate bonds issued by Australian banks

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

This strategy aims to deliver stable long-term absolute returns above the RBA cash rate, with relatively low levels of risk and volatility, by actively investing in Australian companies. (For Wholesale Investors Only)

A highly diversified portfolio of fixed income assets that aims to provide investors with a minimum distribution equal to the RBA Cash Rate plus 3% per annum paid monthly over rolling 3 year periods after payment of distributions.

The fund’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the ASX. (For Wholesale Investors Only)

The DDH Fixed Interest Fund invests primarily in Australian fixed interest markets, giving investors access to wholesale portfolios managed by QIC, a leading fixed interest manager.

A diversified first and second mortgage fund with superior risk adjusted fixed income returns backed by real estate assets (For Wholesale Investors Only).

Invest in bonds that potentially pay higher income.

The objective of the Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.

Diversify your portfolio with private credit backed by Australian real estate and generate a regular income stream.

The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.

Waratah Debt Capital Fund is an unlisted mortgage fund specialising in direct lending to the hotel industry. It exists to capitalise on the inefficiencies in funding gaps caused by traditional banks underserving this industry. (Wholesale Investors only)

The Fund offers investments which provide interest to investors seeking better performance in a secured and transparent environment.