Attractive income from diversified Australian bonds

Aims to achieve capital growth over the medium to long-term and to provide income through the receipt of franked dividends.

Designed to provide current income while maintaining prospects for capital appreciation.

The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.

The Monash Investors Small Companies Fund offers investors an Australian equity fund with a long bias and an Absolute Return focus.

OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.

The Fund combines the skills of highly experienced small company investors with a limited fund size and an objective of providing above market returns over the medium term.

The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.

Generate enhanced income from Australian blue chip companies.

An unlisted pooled mortgage managed investment scheme which invests in a diversified range of property securities.

The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).

The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.

The DDH Balanced Growth Fund is a dynamic asset allocation portfolio which investing in underlying investment funds which invests in a range of listed and unlisted securities across various sectors.

The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.

AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.