MVB gives investors exposure to a diversified portfolio of ASX-listed banks and financial institutions. This fund aims to provide investment returns, before fees and other costs, which track the performance of the index.

The Intelligent Investor Equity Growth Fund is focused on investing in tomorrow’s undiscovered market leaders alongside some of the world’s best businesses with far brighter prospects than is currently appreciated by the market.

The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.

Katana Capital Limited (ASX code KAT) is a listed investment company (LIC) which is managed by Katana Asset Management Ltd (AFS License Number 288412). KAT was listed on the Australian Stock Exchange (ASX) in December 2005.

The Fund aims to enhance and preserve investor wealth over a 5- year period via a concentrated core portfolio of principally Australian listed securities.

DGGF aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. DGGF offers the potential for growth over the long term, and targets an allocation of 70% growth assets (Australian and international shares), 30% defensive assets (Australian and international bonds).

The funds aims to achieve a total return in excess of the Benchmark (Bloomberg Global Aggregate USD Sukuk Index) over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant Sukuk investments

The Metrics Master Income Trust provides investors with the advantage of direct exposure to the Australian corporate loan market — a space dominated by the regulated banks.

VLUE gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.

QHSM gives investors a diversified portfolio of 150 international developed market small-cap quality growth securities with returns hedged into Australian dollars. QHSM aims to provide investment returns before fees and other costs which track the performance of the Index.

Access a High Performing Algorithmic hedge fund.

The SPDR® S&P®/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.

CLNE gives investors a diversified portfolio of 30 of the largest and most liquid companies involved in clean energy production and associated technology and clean energy equipment globally. CLNE aims to provide investment returns before fees and other costs which track the performance of the Index.

The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘‘High Growth’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 90% equities and 10% fixed income exposure.

The Fund's investment strategy is to primarily invest in property development projects that take into account ESG considerations where it would be a benefit to the final revenue and value of the Fund.