Gain direct access to a wide range of Australian and global bonds, including government, corporate, investment-grade, sub-investment grade, and unrated securities – all backed by deep expertise, credit research and market-leading execution.

The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt)

Excelsior Capital Limited, (‘ASX:ECL’ or ‘Excelsior’) (previously known as CMI Limited), is a Listed Investment Company (LIC) that has been listed on the Australian Stock Exchange since 1993. Its investment strategy is quite dynamic, focusing on a mix of acquisitions, direct investments, and managed investment schemes aimed at achieving high compound returns with capital stability , low volatility at minimal correlation to risk assets such as equities and bonds.

An actively managed, quantitative global equity fund listed under the ticker CORE on the Australian Stock Exchange. CORE focuses on value and quality investing to deliver long-term outperformance. The Fund strives to capture the global equity market return while minimising index relative volatility for more consistent returns.

Become an investor in an Australian-based enterprise offering a world-first in Intelligent Enterprise Workflow Automation – Any Industry, Any Language, Anywhere, Anytime.

The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations.

The Merewether Capital Inception Fund invests in microcap companies listed on the ASX. It employs a long-only, high conviction strategy (10-25 positions) with a focus on profitable growing companies with skilled and aligned management teams.

GCAP aims to provide investors with a professionally managed active strategy in global Capital Securities. The fund aims to provide total investment returns, measured over the long term in excess of the Benchmark.

Professionally managed fixed income portfolios for wholesale clients.

Invest in covered calls over the S&P/ASX 200 for enhanced income potential with franked dividends.

Metrics Income Opportunities Trust seeks to provide investors exposure to a portfolio of private credit investments. The Investment Objective of the Trust is to provide monthly cash income, preserve investor capital and manage investment risks, while seeking to provide potential for upside gains through investments in private credit and other assets

The Ardea Real Outcome Bond Complex ETF is a defensive fixed income solution that targets a stable return in excess of inflation over the medium term. The Fund primarily uses government bonds to create a diversified portfolio of high quality fixed income securities that seeks to prioritise liquidity and capital preservation.

The Lakehouse Global Growth Fund focuses on investing in mid-to-large growth companies across global markets

10%+ returns. Enabled by Oreana’s end-to-end investment model.

The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.