The Fund is an absolute return fund which is focused on emerging resources companies, and targets double digit returns over a 3-5 year investment cycle. (For Wholesale Investors Only)
AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (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*.
The Fund offers exposure to real world assets in digital token form, through the creation of digital (investible) twins for the real world assets. (For Wholesale Investors Only)
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
The DDH Balanced Growth Fund is a dynamic asset allocation portfolio which investing in underlying investment funds which invests in a range of listed and unlisted securities across various sectors.
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. (For Wholesale Investors Only)
The Fund is a diversified, style unaware portfolio invested in a mix of asset classes mainly via managed funds, including other Equity Trustee funds.
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
Futurity Education Bonds are designed for you to tax-effectively save and invest to fund your educational aspirations for you and your family. The flexible structure gives you full control and access to your funds at any time.
WCM International Small Cap Growth Fund invests in global listed, quality, high growth small capitalisation companies in emerging and developed (ex-US) markets.
