The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.
The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.
The Fund provides investors with the potential for long-term capital growth by investing in a portfolio of emerging market securities. The Fund invests at least 70% of its assets in companies that are listed, headquartered, or do most of their business, in developing markets including countries in Latin America, South East Asia, Africa, Eastern Europe and the Middle East.
QLTY aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score.
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 CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.
The Morphic Ethical Equities Fund Limited (MEC) seeks to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.
Vanguard All-World ex-U.S. Shares Index ETF seeks to track the return of the FTSE All-World ex US Index before taking into account fees, expenses and tax.
An ASX-listed Active ETF investing in 20 to 40 of the world’s best global stocks
DUI is a listed investment company founded in 1991 which invests in Australian and international equities. The Company seeks to provide income and capital appreciation over the longer term to its shareholders through a portfolio of securities predominantly comprising shares of companies listed on the ASX with additional exposure to international markets.
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
The K2 Australian Small Cap Hedge Fund - Complex ETF (ASX: KSM), provides investors with the opportunity to invest in a diversified Australian Small / Mid cap equities fund directly via the ASX.
QNDQ aims to track the performance of the Nasdaq-100 Equal Weighted Index (before fees and expenses). The Index provides exposure to 100 of the largest non-financial companies listed on the Nasdaq market, with each holding in the Index weighted equally.
Designed for Investors targeting higher returns and willing to commit to a 12, 24 or 36 month investment term. This Fund offers a competitive distribution rate, paid monthly.
Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
The SPDR® S&P® Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD).