The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
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Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period.
Exclusive property investment opportunities for wholesale investors, offering from 12% per annum paid monthly.
The Altor Emerging Growth Fund is a concentrated fund focused on investing in special investment opportunities in listed and unlisted emerging companies.
The Fund’s current indicative distribution rate is 8.05%p.a.^, paid monthly, including a bonus 1.50%p.a. (payable until 30 April 2026) for investments made before 24 December 2025.
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
The fund is invested in micro-capitalisation companies with sustainable business models and attractive investment qualities. It is designed for investors seeking portfolio diversification and strong capital growth over the long term.
A highly diversified portfolio of fixed income assets that aims to provide investors with a minimum distribution equal to the RBA Cash Rate plus 3% per annum paid monthly over rolling 3 year periods after payment of distributions.
Investors gain immediate exposure to an established and diversified portfolio of high-quality CRED exposures, and the monthly income distributions these generate.
Attractive predictable income. Disciplined real estate investment. (For Wholesale Investors Only)
Attractive predictable income. Disciplined real estate investment.
Fund's objective is to maximise risk-adjusted, long-term returns by investing in a diversified portfolio of predominantly emerging market companies.
This strategy aims to deliver superior long-term returns by actively investing in undervalued companies and short-selling overvalued companies across global developed and emerging markets. (For Wholesale Investors Only)
The Fund seeks to maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks. (For Wholesale Investors Only)
Share in development profits earning 16% - 23% pa