The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
Bentley Capital Limited is a strategic investment company listed on the Australian Securities Exchange.
The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘Balanced’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 50% equities and 50% fixed income exposure.
The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
CD Private Equity Fund I (ASX.CD1) was listed in August 2012 and is fully committed, having raised a total of US$60 million.
The SPDR® S&P®/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.
Underwood Capital Limited (ASX: UWC) is an Australian-listed specialist investment company which concentrates on producing capital growth for shareholders over the medium term from investments in listed and unlisted equities and debt securities.
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 360 Capital Mortgage REIT (ASX:TCF) provides investors access to credit opportunities secured by Australian real estate assets. TCF aims to deliver regular monthly income to investors through disciplined asset selection and risk analysis.
The portfolio provides investors with access to institutional quality renewable energy assets, spanning multiple technologies, and multiple jurisdictions.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.
The Russell Investments Australian Government Bond ETF (the 'Fund') seeks to track the performance of the DBIQ 5-10 year Australian Government Bond Index ('the Index'), which comprises predominantly Australian government fixed income securities. The Fund aims to provide exposure to the largest and most liquid Australian Government bonds as identified by certain eligibility criteria including minimum issuance size and term to maturity. The Fund also aims to deliver diversified risk through equally weighting the securities on reconstitution to ensure that the exposure is not biased towards the largest creditors or borrowers.
Designed for investors who seek both flexibility and regular income (paid monthly). This Fund offers a competitive distribution rate plus the freedom to reinvest your distributions.
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
