AUDS aims to provide geared exposure to changes in the value of the Australian dollar against the U.S. dollar.

30BB provides access to attractive returns from a diversified portfolio of high-yielding, investment-grade, Australian corporate bonds maturing in the 12 months leading up to May 2030. The fund targets fixed monthly income payments.

QHAL gives investors exposure to a diversified portfolio of quality international companies from developed markets (ex Australia) with returns hedged into Australian dollars. QHAL aims to provide investment returns before fees and other costs which track the performance of the Index.

The Fund will invest in a concentrated portfolio of 10 – 15 stocks drawn from international equity markets outside Australia.

Future Generation Global (ASX: FGG) is a listed investment company that aims to deliver a combination of income and capital growth over the medium to long term by investing in global equities.

The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.

HCRD aims to track the performance of an index (before fees and expenses) that provides intelligent exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds, hedged to reduce interest rate risk.

The Fund’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.

MOAT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. This fund aims to provide investment returns before fees and other costs which track the performance of the Index.

Designed for investors who seek both flexibility and regular income (paid monthly). This Fund offers a competitive distribution rate plus the freedom to reinvest your distributions.

A high conviction, all cap Australian equity portfolio designed for alpha generation

The fund aims to provide investors with the performance of the S&P Global 1200 Healthcare Sector IndexTM, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or small-capitalisation stocks.

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.

The Global X Japan TOPIX 100 ETF (J100) tracks the Topix 100 Total Return Index.

The SPDR® S&P® Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD).