The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
5GOV invests in a portfolio of Australian dollar denominated Australian Government Bonds with maturity dates between 5 and 10 years with the aim of providing investment returns, before fees and other costs, that closely track the returns of the Index.
The K2 Australian Small Cap Hedge Fund - Complex ETF (ASX: KSM), provides investors with the opportunity to invest in a diversified Australian Small / Mid cap equities fund directly via the ASX.
Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax.
The Fund invests in a concentrated portfolio of small company securities listed in Australia and New Zealand.
The Fund aims to outperform the S&P / ASX 300 Accumulation Index (Benchmark) on a net of fees basis, by investing in companies that operate ethically, responsibly and sustainably. (For Wholesale Investors Only)
This is a “done-for-you” solution that provides an actively-managed investment account service to investors wanting capital growth over a minimum time frame of 5 years.
BHYB aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of listed hybrid securities issued by Australia’s ‘Big 4’ banks.
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 Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.
Plato Income Maximiser Limited (the ‘Company’, ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.
DUI is a listed investment company founded in 1991 which invests in Australian and international equities. 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 with additional exposure to international markets.
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 without any hedging of the Fund’s currency exposure and to outperform the benchmark, being an accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum.
The fund aims to provide investors with the performance of the S&P Mid-Cap 400®, before fees and expenses. The index is designed to measure the performance of mid-capitalisation US equities.
JNDQ aims to track the performance of the Nasdaq Next Generation 100 Index® (before fees and expenses). The Index provides exposure to the 100 largest Nasdaq-listed non-financial companies by market capitalisation outside of the Nasdaq-100 Index®.