Managed Fund Videos

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Luke Moore, CEO at Oreana Investments explains that their Professional Partners Fund provides access to established, profitable professional services businesses — an asset class with high barriers to entry and strong defensive characteristics. Drawing on Oreana’s proven track record and institutional expertise, the Fund is now selectively open to outside investors for the first time.

Securing long term income through Government leased Property

Adam Bronts from Castlerock discusses how the Castlerock Government Property Fund has delivered investors consistent quarterly income distributions since inception in 2014. The fund is a diversified portfolio of growing assets; leased to federal and state government agency tenants across Australia. Adam, who has been with the fund since inception, will share how the fund has delivered a 10-year return exceeding 10%.

Medtech: a growth engine to diversify your portfolio

The core thesis behind an investment in medical technology is threefold; i) medtech has returned 14.1% p.a. (USD) over the past decade, and is still only in the early stages of a long-term secular trend, ii) medtech is underwritten by strong demographic tailwinds and oligopolistic industry structure, driving top-line growth and bottom-line profitability, and iii) it is a strong impact investment opportunity, promoting a healthier population and easing global financial burdens.

An Introduction to the Katana Australian Equity Fund: Australia’s most consistent fund over 1,3,5,7 and 10 Years?

The Katana Australian Equity Fund (KAEF) is a long-only, actively managed investment fund that invests in a range of Australian listed companies. Romano Sala Tenna is no stranger to the investor community, as he appears regularly in the Australian Financial Review, the Sydney Morning Herald, LiveWire, Firstlinks as well as a host of smaller publications.

What is Commercial Real Estate Private Debt and how do investors leverage the opportunity

Payton Pooled Investment Fund is a pooled mortgage fund for investors who prefer a managed investment experience, with access to a diversified pool of investments chosen and managed by Payton. Payton Select Investment Fund is a non-pooled mortgage fund suitable for investors who prefer to take a self-directed approach, allowing them to choose investments and tailor their portfolio. Craig Schloeffel has more than 15 years’ experience working across banking, financial markets, private wealth, lending, and residential construction. After establishing a career in financial planning, Craig gained valuable wealth management experience before transitioning into leadership roles for the CBA across their retail bank, private wealth and private bank divisions.

Agriculture Investment Fundamentals – Why invest in Controlled Environment Agriculture (CAE)?

Investing in Australian agriculture can be a natural inflation hedge driven by growing non-discretionary spending. Why? Demand for Australian grown fresh food and other quality agricultural products is forecast to increase materially over the next 10 years, driven by middle class population and income growth in both local and offshore markets. Technology and farming practice advancements in the industry are driving labour productivity, increasing yields and decreasing wastage leading to higher revenues across the sector.

Wealthy, Healthy & Booked Out: Investment Implications of the Boomer Travel Boom

Older Australians, like their counterparts in most developed markets, are travelling more often, staying longer and spending more when they arrive. It’s one of the more visible investment themes in the world today.

Investment Themes Macro Managed Fund

31 Aug 2026

· Simon Turner

· 6 MIN READ

The ‘Hidden Index Hugger’ Test: Is Your Active Fund Really Doing Anything Different?

Choosing active means you have the goal of outperforming the market in some form. Perhaps it is about achieving higher income. Perhaps higher overall growth. Or it might be about lower volatility to ensure stability of returns. All this typically comes at a higher cost, but are you getting what you are paying for or have you invested in an index-hugger with a good marketing package?

Investor Education Managed Fund

27 Aug 2026

· Sara Allen

· 7 MIN READ

Fixed Income Trade Offs

Fixed income is often described as the defensive part of an investment portfolio. For many investors, it is expected to provide regular income, reduce reliance on share market returns and help smooth the overall investment journey. That description is broadly right. But it can also create an unrealistic expectation that fixed income investing is simple, safe and always stable.

Fixed Interest Managed Fund

24 Aug 2026

· Daryl Wilson

· 7 MIN READ

Videos

Managed Fund

The Value of Unlisted Property Funds in Investment Portfolios

Navigation Opportunity in Current Global Equities Markets

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Securing long term income through Government leased Property

Conscious Investor Fund: Proven Performance, Consistent Outperformance

The Conscious Investor Fund - mirroring Teaminvest principles and success

Medtech: a growth engine to diversify your portfolio

Attractive returns through disciplined property development

Trade and Debtor Finance in Australia (and the opportunity for Private Debt Investors)

An Introduction to the Katana Australian Equity Fund: Australia’s most consistent fund over 1,3,5,7 and 10 Years?

What is Commercial Real Estate Private Debt and how do investors leverage the opportunity

Investing In Specialist Disability Accommodation (SDA)

Agriculture Investment Fundamentals – Why invest in Controlled Environment Agriculture (CAE)?

Explore 100's of investment opportunities and find your next hidden gem!

Related Articles

Wealthy, Healthy & Booked Out: Investment Implications of the Boomer Travel Boom

The ‘Hidden Index Hugger’ Test: Is Your Active Fund Really Doing Anything Different?

Fixed Income Trade Offs

Videos

Managed Fund

The Value of Unlisted Property Funds in Investment Portfolios

Navigation Opportunity in Current Global Equities Markets

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Securing long term income through Government leased Property

Conscious Investor Fund: Proven Performance, Consistent Outperformance

The Conscious Investor Fund - mirroring Teaminvest principles and success

Medtech: a growth engine to diversify your portfolio

Attractive returns through disciplined property development

Trade and Debtor Finance in Australia (and the opportunity for Private Debt Investors)

An Introduction to the Katana Australian Equity Fund: Australia’s most consistent fund over 1,3,5,7 and 10 Years?

What is Commercial Real Estate Private Debt and how do investors leverage the opportunity

Investing In Specialist Disability Accommodation (SDA)

Agriculture Investment Fundamentals – Why invest in Controlled Environment Agriculture (CAE)?

Explore 100's of investment opportunities and find your next hidden gem!

Related Articles

Wealthy, Healthy & Booked Out: Investment Implications of the Boomer Travel Boom

The ‘Hidden Index Hugger’ Test: Is Your Active Fund Really Doing Anything Different?

Fixed Income Trade Offs

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