The Fund provides secured debt facilities to non-bank lenders and corporates with physical and/or financial assets that can provide asset backing. (For Wholesale Investors Only)
The Fund is an actively managed fund that invests predominantly in a broad range of international shares and equity-related securities that are listed on stock exchanges in developed and emerging international markets. At least 80% of the Fund’s NAV will be invested in shares and equity-related securities selected by Russell Investments based on advice received from investment managers pursuing a Sustainable Strategy.
The Fund objective is to provide monthly income through a selection of investments in short-term registered first and second mortgage loans.
The fund aims to provide investors with the performance of the MSCI World ex Australia Minimum Volatility (AUD) Index, before fees and expenses. The index is designed to measure the performance of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader global developed equity markets.
Share in development profits earning 16% - 20% pa
TBIL invests in a portfolio of US dollar denominated Treasury Bills issued by the US Government with a maturity ranging from 1-3 months. This fund aims to provide investment returns, before fees and other costs, that closely track the returns of the Index.
LEND gives investors exposure to a portfolio of 25 of the largest listed companies involved in private credit. LEND aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
The OC50 Fund offers wholesale investors a diversified portfolio of 50 global venture capital investments.
The Trust is tailored to wholesale and sophisticated investors that seek higher levels of steady passive income and capital preservation through Australian real estate secured mortgages. (For Wholesale Investors Only)
The Schroder Real Return Active ETF is a multi-asset fund providing diversified exposure across defensive, growth and alternative assets. This actively managed fund aims to achieve a return of CPI* plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns.
Waterhouse VC seekss attractive investment returns for wholesale investors through highly targeted opportunities in the wagering and gaming industry.
The Fund aims to provide investors with the performance of the FTSE EPRA Nareit Developed ex-Australia Rental AUD Hedged Net Tax Index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of global developed market real estate securities.
Providing exposure to a diversified portfolio of Australian clean energy infrastructure assets through its investment in development, construction and operational renewable energy projects.
The Fund is a fund of funds aiming to produce risk-adjusted returns in excess of a composite benchmark comprising 50% of the MSCI World and 50% of the ASX 300 Index. (For Wholesale Investors Only)
The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.
