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 Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.
The Fund seeks to generate consistent monthly income for wholesale investors by investing primarily into unlisted credit securities that have the potential of generating income over the long term. (For Wholesale Investors Only)
The Fund provides secured debt facilities to non-bank lenders and corporates with physical and/or financial assets that can provide asset backing. (For Wholesale Investors Only)
The Fund invests in capital securities issued by major Australian Banks, and Australian Bonds, providing clients with attractive and regular income distributions whilst providing low capital volatility. (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.
A diversified Australian fixed interest fund designed to align with specific personal and social values, without compromising on long-term returns.
The Fund has an absolute return focus and aims to provide clients with a regular income stream by investing in a diversified portfolio of primarily, investment grade, Australasian fixed income credit assets.
Schroders RF is a leading real estate fund manager providing investors with attractive fixed-income style returns and developers with flexible non-bank finance
Invictus Partners is an enterprise software and licensing advisory firm that operates in the global Software Asset Management services market. (For Wholesale Investors Only)
The Fund invests in a diversified portfolio of liquid, investment grade fixed and floating rate AUD corporate bonds (For Wholesale Investors Only)
The Fund invests in senior secured asset backed loans and seeks to deliver investors a return of 10-12% p.a. with distributions paid monthly.
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)
Investments in the Fund are pooled with other Unitholders’ deposits and invested in a portfolio of bank deposits, term deposits, government securities and ASX listed floating rate notes or units in managed funds with similar investment restrictions.
Invest with a proven high performer. Targeting 9%+ p.a returns in private debt
