The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
28BB provides access to attractive returns from a diversified portfolio of high-yielding, investment-grade, Australian corporate bonds maturing in the 12 months leading up to May 2028. The fund targets fixed monthly income payments.
NSC aims to provide investors with a long-term concentrated exposure to Australian & New Zealand emerging companies (excluding resource companies).
An unlisted property fund with an established portfolio of quality Australian industrial and logistics properties.
BBOZ seeks to generate magnified returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a magnified positive return when the S&P/ASX 200 Accumulation Index falls on a given day (and a magnified negative return when the index rises on a given day).
ECP Emerging Growth Limited (the “Company”) listed on the Australian Securities Exchange (ASX) in August 2014 is a Listed Investment Company (LIC) providing investors with access to an expertly crafted quality portfolio of Australian small and mid-cap growth companies.
An ASX-listed Active ETF investing in 20 to 40 of the world’s best global stocks
HQUS aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR (before fees and expenses). The Index provides exposure to 500 leading listed US companies, with each holding in the index weighted equally. HQUS currently obtains its investment exposure by investing in the Betashares S&P 500 Equal Weight ETF (ASX: QUS), with the foreign currency exposure hedged back to the Australian dollar.
The Plato Global Alpha Complex ETF aims to outperform the MSCI World Net Returns Unhedged Index by 4% p.a. (after fees) over the medium-long term. The Fund uses an all-weather investment style that seeks to deliver consistent performance over the cycle.
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Mutual Income Fund is a portfolio of debt instruments issued by the major Australian banks and other Australian Authorised Deposit-taking Institutions (ADIs).
The Fund aims to provide investors with the performance of the FTSE EPRA Nareit Developed ex-Australia Rental AUD Hedged Net Tax Index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of global developed market real estate securities.
ATEC aims to track the performance of the S&P/ASX All Technology Index (before fees and expenses). The Index provides exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.
CD Private Equity Fund I (ASX.CD1) was listed in August 2012 and is fully committed, having raised a total of US$60 million.
Sequoia has just launched a new investment enabling investors to a diversified commodities index with minimal upfront capital and limited downside risk.