The Fund uses a passive investment strategy aimed to provide investors with performance, before fees and expenses, that is broadly aligned with, and which may exceed, the performance of an index comprised of Australian bank bills.
The Fund invests in small and midcap listed global equities with aims for returns greater than the MSCI All Country World Index SMID Cap unhedged in Australian dollars over rolling 3 year periods after fees.
A high conviction portfolio with a sustainable edge.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
The Dominion Income Trust 1 seeks to provide monthly income through investing in a portfolio note targeting distributions to Unitholders of approximately the 1-month BBSW rate plus a Margin of 3.50% per annum.
RMBS invests in a portfolio of Australian residential mortgage-backed securities. RMBS aims to provide investment returns, before fees and other costs, that closely track the performance of the Index.
The fund aims to provide investors with the performance of an index before fees and expenses that is designed to measure the AUD hedged performance of fixed rate, high yield corporate bonds across global developed markets.
QHAL gives investors exposure to a diversified portfolio of quality international companies from developed markets (ex Australia) with returns hedged into Australian dollars. QHAL aims to provide investment returns before fees and other costs which track the performance of the Index.
This is a “done-for-you” solution that provides an actively-managed investment account service to investors wanting capital growth over a minimum time frame of 5 years.
SMLL aims to track the Nasdaq Australia Small Cap Select Index (before fees and expenses) that provides exposure to a portfolio of high-quality, profitable small cap companies listed on the ASX.
An unlisted property fund with a diversified and growing quality office property portfolio, focused on CBD and established property markets.
The objective of the portfolio is to grow the value of your investment over the medium to long period of time, through capital growth in a portfolio of international shares while aiming to outperform the Benchmark over rolling five year periods.
ASIA aims to track the performance of an index (before fees and expenses) comprising the 50 largest technology and online retail stocks in Asia (ex-Japan), including technology giants such as Alibaba, Tencent, Baidu and JD.com.
The Fund employs a passive investment strategy that aims to provide investors with the performance of the S&P/ASX Bank Bill Index (before fees and expenses). The Fund offers the ability to achieve capital preservation and regular income with a diversified portfolio of high quality short-term money market instruments. The Fund is truly liquid and only holds investments in instruments that can be sold on a same day basis.
BNDS invests in an actively managed, diversified portfolio of Australian bonds and aims to outperform the Bloomberg AusBond Composite Index over rolling three-year periods.
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