The fund aims to achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth portfolio over rolling five year periods, after fees.
The Fund serves as an alternative asset in strategic allocation or standalone investment. Featuring gold bullion (physical) at Perth mint it adopts a systematic rules-based approach with ASX100 equities & fixed income for asymmetric non-correlated returns
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.
An ASX-listed Active ETF investing in 20 to 40 of the world’s best global stocks
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.
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.
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The objective of the Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.
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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 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.
Invest in robotics, automation and artificial intelligence.
The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.
Diversify Australian equity holdings with a strategic allocation tool.
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