The Fund aims to grow wealth for its investors over the long term by investing in well-managed, growing businesses. (For Wholesale Investors Only)
The Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.
The Fund is actively managed with a concentrated high-conviction, sustainability-themed strategy that invests in companies positioned to thrive during the transition to a more sustainable economy. (For Wholesale Investors Only)
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
The GSP Global Growth Fund is a long/short, total return-focused strategy, investing in a concentrated portfolio of 20-40 companies.
Cordis Global Medical Technology Fund is an Australian unit trust of actively-managed global listed companies which design and manufacture medical devices to treat critical chronic diseases.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Fund aims to provide regular income with quarterly distributions from both diversification and risk management through exposure to a hand-picked selection of primarily corporate and government bonds (For Wholesale Investors Only).
The TT Global Environmental Impact Fund aims to generate strong long-term returns by investing in the leading global structural growth theme – the green transition.
A Fund that provides individuals with the opportunity to invest in long-term themes and strategies with the Victor Smorgon Group (For Wholesale Investors Only)
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
The Fund offers five unit classes with differing risk-return characteristics based on the ‘dynamic hedging’ risk managed approach with protection always in place and backed by a pool of assets and liabilities. (For Wholesale Investors Only)
Since inception in 2016 the high conviction, deep value and uniquely contrarian Collins St Value Fund has achieved an 13.25% p.a. net of fee return underpinned by an unconstrained Australian equities mandate and a zero fixed fee remuneration arrangement.
The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.
The Fund serves as an alternative asset in strategic allocation or standalone investment. Featuring gold bullion (physical) at Perth mint it adopts a systematic rules-based approach with ASX100 equities & fixed income for asymmetric non-correlated returns
