Socially Responsible Funds and Investments

Invest in the energy storage and production megatrend.

The Fund invests via a select number of actively-managed global equity managed funds that incorporate responsible investment criteria into their processes.

The NextGen Resources Fund provides investors with exposure to a range of commodities such as lithium, the rare earth elements, graphite, nickel, gold, copper, oil, coking coal and gas. (For Wholesale Investors Only)

The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.

The Invesco Wholesale Senior Secured Income Fund invests in Senior Secured Loans to around 350 global companies, many household names, diversified across 20 or more sectors.

The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.

The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.

The Fund invests in a portfolio of secured loans of $20m to $80m, in mid-market non-investment grade Australian corporates that are currently underserviced by banks and credit funds. (For Wholesale Investors Only)

Private credit funding for family farms & agriculture across Australia.

Through Invesco’s proprietary investment model, the Fund seeks to unlock persistent long-term excess returns by investing in smaller companies listed on the Australian share market, predominantly outside the S&P/ASX 100 Index.

Investing in high conviction strategic stakes where there is potential to unlock ‘trapped’ value through an active, private equity style investment approach

The Fund provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common sense investing.

The Fund’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.

A high conviction portfolio with a sustainable edge.

A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.