Vanguard Australian Fixed Interest Index ETF seeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.

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).

The Account's objective is to deliver returns ahead of the S&P/ASX 300.

The SPDR® S&P®/ASX iBoxx Australian Government Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian & State Governments 0+ Index.

The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.

USD aims to track the performance of the US dollar against the Australian dollar (before fees and expenses). If the US dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the US dollar falls.

Invest in the largest 300 Australian companies listed on the ASX.

The SPDR® S&P®/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index.

AUI is a Listed Investment Company whose shares are listed on the Australian Stock Exchange (ASX). The Company seeks to provide income and capital appreciation over the longer term to its shareholders through a portfolio of securities predominantly comprising shares of companies listed on the ASX.

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.

FHNG provides a concentrated exposure to global innovation leaders by investing in highly traded growth stocks of tech and tech-enabled companies.

The fund aims to achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth portfolio over rolling five year periods, after fees.

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.

Vanguard Global Infrastructure Index ETF seeks to track the return of the FTSE Developed Core Infrastructure Index (with net dividends reinvested) in Australian dollars, before taking into account fees, expenses and tax.

A high conviction portfolio with a sustainable edge.