The Fund aims to enhance and preserve investor wealth over a 5- year period via a concentrated core portfolio of principally Australian listed securities.
The Fund’s performance objective is to provide investment returns which exceed conventional global equity indices (hedged to Australian dollars), after management fees, over the long term.
CRYP aims to track the performance of an index (before fees and expenses) that provides exposure to global companies at the forefront of the dynamic crypto economy.
The Fund provides an opportunity for Wealth Managers to access cash-based products designed with specific considerations to their core needs across returns, liquidity, administration, and reporting. (For Wholesale Investors Only)
The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
The Blissiree App revolutionizes mental health support by leveraging technology to deliver outcomes that are comparable with personal consultations.
GDX gives investors exposure to a diversified portfolio of companies involved in the gold mining industry. GDX aims to provide investment returns, before fees and other costs, which track the performance of the Index.
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.
An unlisted property fund with a diversified and growing quality office property portfolio, focused on CBD and established property markets.
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
The fund aims to provide investors with the performance of the Bloomberg Global Aggregate Corporate Bond Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of the global investment grade corporate fixed-rate debt market.
QUS aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed US companies, with each holding in the index weighted equally.
HVST aims to provide franked income that exceeds the net income yield of the broad Australian sharemarket on an annual basis, along with exposure to a diversified portfolio of Australian shares.
MNRS aims to track the performance of an index (before fees and expenses) that comprises the largest global gold mining companies (ex-Australia), hedged into Australian dollars.
The Intelligent Investor Equity Growth Fund is focused on investing in tomorrow’s undiscovered market leaders alongside some of the world’s best businesses with far brighter prospects than is currently appreciated by the market.
