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The Risks Hiding in Plain Sight: Five Left-Field Threats That Could Surprise Markets
Most investors are currently focused on the AI trade and the Fed since these are the main consensual drivers of global markets.
WAM Leaders provides investors with exposure to an active investment process focused on identifying large-cap companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst.
MVR gives investors exposure to a diversified portfolio of ASX-listed resources companies. Australian Resources ETF aims to provide investment returns, before fees and other costs, which track the performance of the 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.
Invest in highly traded next generation companies.
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.
The Fund aims to provide monthly tax-effective income and long-term capital growth by investing in the healthcare sector underpinned by long term leases to a range of reputable healthcare operators.
LEND gives investors exposure to a portfolio of 25 of the largest listed companies involved in private credit. LEND aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
The investment objective of the Fund is to outperform the MSCI World ex Australia Index – NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.
Vanguard Diversified Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
Lion Selection Group is a listed, specialist mining investment company, providing a patient, portfolio oriented approach to investing in the high growth early stage mining development space where specialist knowledge is essential
Vanguard MSCI Australian Large Companies Index ETF seeks to track the return of the MSCI Australian Shares Large Cap Index before taking into account fees, expenses and tax.
The Fund will invest in a concentrated portfolio of 10 – 15 stocks drawn from international equity markets outside Australia.
The Schroder Real Return Active ETF is a multi-asset fund providing diversified exposure across defensive, growth and alternative assets. This actively managed fund aims to achieve a return of CPI* plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns.
QNDQ aims to track the performance of the Nasdaq-100 Equal Weighted Index (before fees and expenses). The Index provides exposure to 100 of the largest non-financial companies listed on the Nasdaq market, with each holding in the Index weighted equally.
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.