Hearts and Minds Investments Limited (HM1) is a listed investment company that invests in a high-conviction global equities portfolio, based on ideas from a select group of leading fund managers.

The objective of the Fund is to provide monthly income through a selection of investments in short-term registered first mortgage loans.

The fund is a diversified portfolio of Australian equities across a range of impact focus areas that seeks to demonstrate a financial return along with measurable positive impacts on society and the environment.

Companies are staying private for longer and the fund provides access to a portfolio of leading, privately owned growth companies.

AUI is a Listed Investment Company whose shares are listed on the Australian Stock Exchange (ASX). The Company seeks to provide income and capital appreciation over the longer term to its shareholders through a portfolio of securities predominantly comprising shares of companies listed on the ASX.

The Switzer Dividend Growth Fund – Active ETF (SWTZ or the Fund) is an income-focused exchange-traded managed fund with a mix of yield and quality companies.

A high conviction, value biased approach to construct a portfolio of high quality, large cap companies from around the globe.

The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector IndexTM, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or small-capitalisation stocks.

XMET aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of global companies in the Energy Transition Metals (‘ETMs’) industry. ETMs are raw materials that are essential to the transition to a less carbon-intensive economy. XMET provides exposure to global producers of copper, lithium, nickel, cobalt, graphite, manganese, silver and rare earth elements.

Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax.

Investing in high conviction strategic stakes where there is potential to unlock ‘trapped’ value through an active, private equity style investment approach

30BB provides access to attractive returns from a diversified portfolio of high-yielding, investment-grade, Australian corporate bonds maturing in the 12 months leading up to May 2030. The fund targets fixed monthly income payments.

AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.

The Fund aims to provide quarterly income and the potential for long-term capital growth. A single point of access for investors to a portfolio of quality Australian commercial properties.