MVW gives investors exposure to a diversified portfolio of Australian equities. The holdings in MVW are equally weighted. MVW aims to provide investment returns, before fees and other costs, which track the performance of the Index.
AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.
The High Yield Fund offers fixed income credit products otherwise not available to retail investors, targeting capital stable higher yielding assets.
8I Holdings Limited is an Australia-listed investment holding company committed to strategic holdings management. With a vision centred on empowering growth and transforming lives, 8I dedicates its efforts to creating a positive impact and fostering empowerment.
This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.
HACK aims to track the performance of an index (before fees and expenses) that provides exposure to the leading companies in the global cybersecurity sector.
WAM Strategic Value provides shareholders with exposure to Wilson Asset Management’s proven investment process focused on identifying and capitalising on share price discounts to underlying asset values of listed companies, primarily listed investment companies (LICs) and listed investment trusts (LITs) (commonly referred to as closed-end funds).
The Fund offers a co-investment opportunity in a diversified portfolio of senior secured corporate loans. (Available for Wholesale Investors Only)
Vanguard Ethically Conscious Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax.
The Fund aims to provide investors with the performance of the Bloomberg MSCI Global Aggregate and Green Bond ESG SRI Index (Hedged to AUD), before fees and expenses. The index is designed to measure the AUD hedged performance of global investment grade ESG (environmental, social and governance) screened bonds.
CD Private Equity Fund III (ASX.CD3) was listed in July 2016 having raised a total of AUD$76.8 million.
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
NAC aims to provide investors with a long-term concentrated exposure to Australian & New Zealand emerging companies (excluding resource companies).
Designed to provide current income while maintaining prospects for capital appreciation.
