An intelligent climate change investment solution.
Blue Boat is a global, long-only equity fund that aims to generate substantial returns by investing in value opportunities in quality businesses
The Fund is a long only, growth focussed fund that aims to invest in high quality ASX listed businesses that can generate strong earnings growth leading to stock price appreciation.
The Fund aims to outperform (pre fees) the Bloomberg Ausbond Bank Bill Index plus 60 to 100 basis points per annum over rolling three year periods.
A diversified Australian fixed interest fund designed to align with specific personal and social values, without compromising on long-term returns.
The Fund will invest in a diversified portfolio of liquid, investment grade fixed and floating rate green, sustainable and social corporate bonds (For Wholesale Investors Only)
The Fund is designed for investors looking for lower risk equity market exposure or those drawing down on their savings.
The Fund’s purpose is to invest in green, sustainable, and social bonds with the primary aim of targeting investments that contribute to lowering carbon emissions.
Capital growth over the medium to long term, to be used as a small component within a portfolio where the consumer has a 5 year investment timeframe, very high risk/return profile and needs daily liquidity
We provide wholesale investors access to commercial real estate opportunities; deliver strong, stable and sustainable quarterly cash distributions (typically 6.5%+ p.a.) and target total returns across a 5–7-year timeframe of 11-12% p.a.
The Fund provides a reliable income stream by investing in high quality fixed income securities.
A Fund that focuses on acquiring and developing high-quality Specialist Disability Accommodation (SDA) in attractive locations to support Australians living with a disability (NDIS Participants). (For Wholesale Investors only)
The Portfolio includes large well-known Australian companies that we believe can deliver capital growth and a consistent dividend income to investors.
Oracle’s Capital Stable Portfolio invests across the Oracle equity and fixed income portfolios to provide stable and defensive income and capital growth.
The Fund offers investors exposure to Australia’s property market through our Portfolio, comprising listed Australian real estate investment trusts and property companies.
