Oreana Early Education Fund
10%+ returns. Enabled by Oreana’s end-to-end investment model.
Targeting 10% net returns through Oreana’s vertically integrated early education platform.
The Fund offers investors a unique opportunity to access Australia’s essential early education sector, targeting an overall return of 10% p.a. net of fees, including a stabilised 5.5% annual yield distributed quarterly.
Oreana’s vertically integrated model manages the entire asset lifecycle — from site acquisition and development to centre operation and management — providing investors with exclusive off-market opportunities and enhanced control over performance outcomes.
The Fund’s flexible mandate enables opportunistic capital deployment across a diversified portfolio, including direct property, managed funds, and REITs within the early education space. It aims to deliver stable quarterly income, long-term capital growth, and positive community outcomes through the development of high-quality early learning facilities that support working families nationwide.
Fund Overview
The Oreana Early Education Fund aims to deliver an overall return of more than 10% p.a. (net of fees), including a stabilised annual yield of 5.5% distributed quarterly, through investments in Australia’s essential early education sector.
Investment Strategy
The Fund is open-ended and focused on acquiring and managing high-quality early education assets across Australia. It provides investors access to a defensive asset class that combines stable income with long-term growth potential.
Oreana’s vertically integrated business model spans property development, construction, design, and operations — a structure that enables end-to-end control, exclusive off-market access, and superior risk-adjusted returns. Through strategic investment in leading early education companies, Oreana aligns operational performance with investor outcomes, creating a genuine competitive advantage rarely available in this sector.
The Fund’s flexible mandate allows the Investment Manager to opportunistically deploy capital into value-adding opportunities including direct property, managed funds, REITs, syndicates, and companies with early education exposure.
In addition to delivering stable quarterly income and long-term capital growth, the Fund seeks to make a positive community impact by supporting the development of high-quality early learning environments that help children thrive and enable more parents to return to work sooner.
Oreana brings a 20+ year track record across property, wealth, and investment management, with more than $2 billion in completed projects and a $400 million early education development pipeline.
Through its vertically integrated model and partnership with Aspire Early Learning, Oreana has delivered 33 childcare centres nationwide — consistently achieving around 95% occupancy, compared with a 70–75% sector average. This performance reflects the strength of Oreana’s end-to-end control, spanning site identification, acquisition, design, construction, and operation.
The group’s integrated approach and proven execution have been validated by institutional investors, who regard Oreana’s early education assets among the strongest performers in their portfolios. This capability, combined with deep sector expertise and long-standing partnerships, continues to position Oreana as a leader in early education investment and development.
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Vertically Integrated Advantage: End-to-end control across property, construction, and operations.
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Exclusive Deal Flow: Access to off-market early education opportunities.
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Defensive Yield + Growth: 5.5% stabilised yield targeting 10%+ total return.
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Proven Institutional Expertise: Delivered by Oreana’s experienced investment and development teams.
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Positive Impact: Supporting families and communities through essential education infrastructure.
Oreana Group is a diversified investment and wealth management firm with a 20+ year track record across Australia and Asia. The group oversees $13 billion in funds under management and advice and has delivered over $2 billion in completed projects, investing across debt and equity throughout the capital structure — from venture and structured credit to private equity and real assets.
Built on a foundation of integration, expertise, and disciplined execution, Oreana operates across the full investment lifecycle — from capital management and structuring to asset origination, development, and operation. This end-to-end model enables Oreana to identify and manage opportunities that deliver stable income, long-term growth, and defensible value creation.
With deep sector experience, entrepreneurial agility, and a proven history of partnership, Oreana continues to expand its investment platform — offering investors exclusive access to off-market opportunities underpinned by rigorous governance, operational excellence, and a commitment to sustainable outcomes.
Luke Moore leads Oreana’s investment initiatives, leveraging over 20 years of experience in Funds Management and Financial Services. Luke drives Oreana’s investment capability with a focus on starting and investing in growth opportunities across diverse sectors, with a focus on financial services, real estate, and early education. Previously, Luke held senior roles at prominent institutional and boutique investment firms in Australia and Asia.
Ben Canagasabey has over 25 years of experience in Global Asset Management and Custody Administration, holding senior roles at top-tier firms. He specialises in product development, operational efficiency, and financial reporting to enhance transparency and compliance. Ben holds a Bachelor of Business, an MBA from Melbourne Business School, and is a CPA member.
Daniel Huxley leads Oreana’s tailored wholesale investment strategies for sophisticated and family office investors across APAC. With over 25 years in financial services, he has deep expertise in investment markets, asset selection, and distribution strategy. Previously, Daniel held senior roles at Ausbil Investment Management and BT Financial Group, expanding client assets and strengthening relationships with high-net-worth and institutional clients. He holds a Master of Business with Merit from Newcastle University and a Diploma of Financial Markets from FINSIA.
Michael Swinnerton heads Oreana’s Early Education division, managing a pipeline of over 70 childcare projects while leading the team and successfully delivering over 20 centres. With over eight years of experience, he has played a key role in expanding Oreana’s footprint in the sector. Michael leads a team of eight professionals and fosters strong industry partnerships, driving innovation and quality in early education development across Australia.
To receive a copy of the Oreana Early Education Fund Factsheet, please click here to get in touch directly with our team.
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All individuals, Self Managed Super Funds (SMSFs), companies and trusts that meet the criteria of a Wholesale Investor as defined under the Corporations Act 2001 (Cth).
You may be a Wholesale Investor if you meet any of the following criteria;
- You apply to invest more than $500,000 in the Fund;
- You hold net assets worth more than $2.5 million;
- Your gross household annual income is at least $250,000 (this can include income from a business if you’re a business owner); or
- You are a professional investor.
The Fund is an unregistered managed investment scheme structured as an Australian unit trust for Wholesale Investors only.
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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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