The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets. (For Wholesale Investors only)
A high conviction, all cap Australian equity portfolio designed for alpha generation
A high conviction portfolio with a sustainable edge.
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
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.
The Fund is a geared version of the Acadian Core Australian Equity Fund (For Wholesale Investors Only)
The Firetrail Australian Small Companies Fund is a concentrated portfolio of our most compelling Australian Small Company ideas.
The Fund provides wholesale investors with exposure to Alvia's highest conviction ideas across all asset classes, sectors, and geographies, encompassing listed securities and private companies typically reserved for institutional or ultra-HNW investors.
The Fund combines the skills of highly experienced small company investors with a limited fund size and an objective of providing above market returns over the medium term.
The Fund seeks to maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks. (For Wholesale Investors Only)
The Fund aims to deliver consistent, risk-adjusted, absolute returns, uncorrelated with the broader equity market (For Wholesale Investors Only) and other asset classes.
AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.
The Monash Investors Small Companies Fund offers investors an Australian equity fund with a long bias and an Absolute Return focus.
