For Retail Investors

A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.

CETF gives investors exposure to a diversified portfolio comprising the 50 largest companies in the mainland Chinese market. CETF aims to provide investment returns before fees and other costs which track the performance of the Index.

The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities.

This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.

The Fund aims to provide investors with the performance of the Bloomberg MSCI Global Aggregate and Green Bond ESG SRI Index (Hedged to AUD), before fees and expenses. The index is designed to measure the AUD hedged performance of global investment grade ESG (environmental, social and governance) screened bonds.

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

The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

PLUS invests in a diversified portfolio of Australian dollar denominated bonds. The corporate bonds which PLUS invests in are predominantly the highest yielding investment grade corporate bonds issued in Australia. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.

UMAX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX does not aim to track an index.

For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.

Mirrabooka is a listed investment company on the Australian Securities Exchange (ASX). Established in 1999, it specialises in investing in small and mid sized companies in Australia and New Zealand

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.

FOOD aims to track the performance of an index (before fees and expenses) that comprises the largest global agriculture companies (ex-Australia), hedged into Australian dollars.

The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.

HEUR aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.