The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.
An income-focused pooled mortgage trust designed to offer competitive monthly income and portfolio diversity. The Trust provides exposure to returns available through loans secured by first registered mortgages over real Australian property.
The Daintree Core Income Active ETF aims to provide you with a steady stream of income and capital stability over the medium term, by investing in a diversified portfolio of fixed income securities and cash, and to provide a total return (after fees) above the RBA Cash Rate measured within a market cycle.
Preserving Confidence, Producing Results.
Invest in a currency hedged portfolio of US Treasuries.
Private credit funding for family farms & agriculture across Australia.
The Fund aims to generate long-term after-tax returns for Aust resident investors in excess of the Benchmark after fees, including an annual gross dividend yield (incl franking) that exceeds gross dividend yield of the Benchmark (Wholesale Investors Only)
The Fund aims to achieve superior risk adjusted returns regardless of market cycles, with a focus on capital preservation, by investing in a diversified portfolio of private credit asset backed & cash flow lending investments (For Wholesale Investors)
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.
The Fund provides investors with the potential for long-term capital growth and some income by investing in a concentrated portfolio of Australian securities.
VG1 provides investors with access to a concentrated portfolio, comprising long investments and short positions in global listed securities. VG1 will typically invest in 20-40 long investments.
DRUG aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
UMAX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX does not aim to track an index.
