The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.
CD Private Equity Fund II (ASX.CD2) was listed in April 2013 and is fully committed, having raised a total of US$95.1 million since inception.
Invest in bonds that potentially pay higher income.
ERTH aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. This covers clean energy providers, along with leading companies tackling green transport, waste management, sustainable product development, and improved energy efficiency and storage.
The objective of the portfolio is to grow the value of an investment through a combination of capital growth and income via dividends by taking into consideration a company’s environmental, governance and social impacts.
The SPDR® S&P® World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index.
HETH aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as “Climate Leaders” that have also passed screens to exclude companies with direct or significant indirect exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. HETH currently obtains its investment exposure by investing in the Betashares Global Sustainability Leaders ETF (ASX: ETHI), with the currency exposure hedged back to the Australian dollar.
Vanguard Australian Property Securities Index ETF seeks to track the return of the S&P/ASX 300 A-REIT Index before taking into account fees, expenses and tax.
The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities.
The Fund aims to provide investors with regular and stable income comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities while hedging the Fund’s currency exposure back to AUD and to outperform the benchmark, being an accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum.
The fund’s objective is to contribute towards a much needed supply of Specialist Disability Accommodation (For Wholesale Investors Only).
A true value-add investment in Brisbane South’s tightly held industrial corridor.
Mirrabooka is a listed investment company on the Australian Securities Exchange (ASX). Established in 1999, it specialises in investing in small and mid sized companies in Australia and New Zealand
MA Credit Income Trust (MA1) is an Listed investment trust. The Fund allows Investors to access, via the Underlying Fund and Underlying MA Financial Credit Funds, a diversified portfolio of private credit investments, representing the company's private credit strategies.
Carlton Investments Limited (CIN) is a long established investment company listed on the Australian Securities Exchange. It is the investment strategy of the Carlton Investments Group to invest in established, well managed Australian listed entities that are anticipated to provide attractive levels of sustainable income and also long term capital growth.
