The fund aims to provide investors with the performance of the S&P 500® Index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
The fund aims to provide investors with the performance of the S&P 500® Index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
RBTZ aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and AI products and services.
The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
QAU is backed by physical gold bullion and aims to track the performance of the price of gold, hedged for currency movements in the AUD/USD exchange rate (before fees and expenses).
The Fund is an unlisted managed investment scheme which invests in the development of residential land subdivision projects.
The Antipodes Global Value Active ETF is an exchange traded managed fund quoted on the ASX, otherwise known as an active ETF, offering investors access to a long only global securities portfolio via a single trade. The fund's fundamental, pragmatic value-focused approach focuses on buying great but undervalued companies and building a concentrated portfolio of at least 30 holdings.
The Fund invests in a select number of global listed infrastructure securities, with the aim of providing income and capital growth over the long term.
Waterhouse VC seekss attractive investment returns for wholesale investors through highly targeted opportunities in the wagering and gaming industry.
Whitefield Income Limited’s strategy seeks to benefit from the systematic mispricing of Australian shares over their income recognition and dividend payment periods and an orientation of the portfolio towards profitable, cashflow generative and dividend paying companies.
The Schroder Global Equity Alpha Fund – Active ETF (the Fund) is an actively managed, unconstrained, ‘best ideas’ global equities fund listed under the ticker ALPH on the Australian Stock Exchange (ASX). ALPH aims to provide capital growth in excess of the MSCI All Country World (Net TR) Index over a 3-5 year period. While pursuing a style agnostic approach, ALPH tilts to underweight value and overweight quality and growth, distinctively targeting companies that have strong growth prospects yet to be recognised by the market.
Consistent returns aiming for cash + 3.50%.
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.
BEAR seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls on a given day (and a negative return when the index rises on a given day).
WAM Income Maximiser aims to provide monthly franked dividends and capital growth to shareholders by investing in Australia’s highest quality companies and corporate debt instruments. These companies are selected for their strong capital management and ability to sustain or grow their distributions over time, primarily in the form of franked dividends and share buybacks.
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.