One of the very few long term investment funds that offers exposure to the junior resources sector in both minerals and energy across Australia and global stock exchanges in unlisted and listed companies.

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 Fund provides investors with the potential for long-term capital growth by investing in a concentrated number of companies located in Asia, as well as companies located elsewhere that derive a significant proportion of their earnings from Asia (Asian Securities)

Invest in the top 100 innovation-driven companies on the US market.

The Loomis Sayles Global Equity Fund seeks to provide a selective, high-conviction portfolio of competitively advantaged, secular growth companies that trade at a discount to the Loomis Sayles Growth Equity Strategies (GES) team’s estimate of intrinsic value.

The Fund seeks to achieve a total return after fees that exceeds the total return of the S&P Global Natural Resources Index (net dividends reinvested) in AUD over rolling five year periods.

MMKT aims to generate a yield (before fees and expenses) that exceeds the Bloomberg AusBond Bank Bill Index, paid monthly, from a portfolio of Australian dollar cash and short-term money market securities issued by investment grade entities.

Vanguard MSCI International Small Companies Index ETF seeks to track the return of the MSCI World ex-Australia Small Cap Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.

Through Invesco’s proprietary investment model, the Fund seeks to unlock persistent long-term excess returns by investing in smaller companies listed on the Australian share market, predominantly outside the S&P/ASX 100 Index.

This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.

The objective of the portfolio is to grow the value of your investment over the medium to long period of time, through capital growth in a portfolio of international shares while aiming to outperform the Benchmark over rolling five year periods.

The fund aims achieve a (total) return equal to Benchmark (Bloomberg AusBond Bank Bill Index) plus 2% net of fees and expenses over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant fixed income investments

Cordis Global Medical Technology Fund is an Australian unit trust of actively-managed global listed companies which design and manufacture medical devices to treat critical chronic diseases.

Long-term capital growth from high-quality assets.