Our funds
Actively managed Australian and global equity strategies, built on rigorous research and a long-term view. Explore the funds available to wholesale and retail investors.
A professionally managed portfolio for investors seeking to grow their capital through global share markets. The fund provides diversified exposure to leading companies across the world's developed markets, blending active and passive strategies under a dynamic asset allocation overlay.
Wholesale investors who wish to appoint a professional manager to invest in a concentrated portfolio of primarily asx listed securities and some curated managed funds. May prefer a fund structure that offers simpler tax reporting, aggregated brokerage costs, and an automated process where the manager manages rights issues and other company-related transactions on their behalf.
Refer to each fund’s Product Disclosure Statement (PDS) and Target Market Determination (TMD) before investing. Past performance is not a reliable indicator of future performance.
Not sure where to start?
Speak with our team about objectives, risk and time horizon — or download a fund pack to review with your adviser.