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.
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 invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark)
CFLO aims to track the performance of an index (before fees and expenses) comprising 200 global companies that efficiently generate high levels of free cash flow.
A high conviction, benchmark agnostic Australian equities fund aiming to capture real earnings per share growth over the long-term.
GARP provides access to global companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.
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 Lakehouse Global Growth Fund focuses on investing in mid-to-large growth companies across global markets
The fund aims to provide investors with the performance of the S&P Global 1200 Healthcare Sector IndexTM, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or small-capitalisation stocks.
Invest in unique, high-growth private and public technology companies in Australia, the USA and offshore.
Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax.
HQLT aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score, hedged into Australian dollars.
CD Private Equity Fund III (ASX.CD3) was listed in July 2016 having raised a total of AUD$76.8 million.
HNDQ aims to track the performance of the Nasdaq 100 Currency Hedged AUD Index (before fees and expenses). The Index comprises 100 of the largest non-financial companies listed on the Nasdaq market, and includes many companies that are at the forefront of the new economy. HNDQ currently obtains its investment exposure by investing in the Betashares Nasdaq 100 ETF (ASX: NDQ), with the foreign currency exposure hedged back to the Australian dollar.
The SPDR® MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index.