ALFA is an actively managed, high conviction, systematic long short Australian equity strategy that aims to outperform the S&P/ASX 200 Accumulation Index over the medium to long term after fees and other costs.
ALFA is an actively managed, high conviction, systematic long short Australian equity strategy that aims to outperform the S&P/ASX 200 Accumulation Index over the medium to long term after fees and other costs.
The Fund aims to outperform the Bloomberg AusBond Bank Bill Index (Benchmark) over the medium term (before fees). It also aims to provide higher income returns than traditional cash investments regardless of interest rates or economic cycles.
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 Global Value Fund is a listed investment company that provides shareholders with the opportunity to invest globally through a portfolio of securities purchased at a discount to their underlying asset value.
The objective of the Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.
Whitefield Income Limited’s strategy seeks to benefit from the systematic mispricing of Australian shares over their income recognition and dividend payment periods and an orientation of the portfolio towards profitable, cashflow generative and dividend paying companies.
GMVW gives investors geared exposure to the VanEck Australian Equal Weight ETF (ASX: MVW).
The no fee, fixed term deposit making a positive difference to more than just your bank balance.
The objective of the Fund is to outperform the benchmark over the long term after fees and expenses, by investing in a diversified portfolio of mainly smaller and mid-cap companies
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.
L1 Capital International (Hedged) Active ETF (ASX:L1HI) has a ‘dual registry’ structure that allows investors to buy and sell shares in the Fund both off-market via the registry and on-market via the ASX.
The fund aims to provide investors with the performance of the MSCI World ex Australia Minimum Volatility (AUD) Index, before fees and expenses. The index is designed to measure the performance of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader global developed equity markets.
The fund aims to provide investors with the performance of the Bloomberg AusBond Treasury 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.
CD Private Equity Fund II (ASX.CD2) was listed in April 2013 and is fully committed, having raised a total of US$95.1 million since inception.