The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.
The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.
A diversified portfolio of leading global sustainable companies that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns. The strategy aims to provide consistently strong risk-adjusted returns across different market cycles by applying a disciplined and repeatable investment process to our global sustainable universe.
The SPDR® S&P® World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index.
BNDS invests in an actively managed, diversified portfolio of Australian bonds and aims to outperform the Bloomberg AusBond Composite Index over rolling three-year periods.
The Schroder Real Return Active ETF is a multi-asset fund providing diversified exposure across defensive, growth and alternative assets. This actively managed fund aims to achieve a return of CPI* plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns.
The Antipodes Global Value Active ETF is an exchange traded managed fund quoted on the ASX, otherwise known as an active ETF, offering investors access to a long only global securities portfolio via a single trade. The fund's fundamental, pragmatic value-focused approach focuses on buying great but undervalued companies and building a concentrated portfolio of at least 30 holdings.
The Fund provides exposure to a concentrated portfolio of global equities through securities listed, or expected to be listed, on any globally recognised stock exchange. The Fund aims to hold approximately 30 securities at any time.
The Fund provides investors with the potential for long-term capital growth by investing in a portfolio of mid and small-cap global securities
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.
The Fund aims to provide investors with regular and stable income comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities without any hedging of the Fund’s currency exposure and to outperform the benchmark, being an accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum.
The fund aims to achieve outperformance of index over the medium to long term (before fees). The Fund provides exposure to a diversified portfolio of Global equities through securities listed, or expected to be listed, on global developed market exchanges.
The Hyperion Global Growth Companies Fund – Active ETF seeks to achieve long-term capital growth by investing in what we believe are high calibre companies primarily listed on a recognised global exchange, at the time of investment.
The fund aims to achieve outperformance of index over the medium to long term (before fees). The Fund provides exposure to a diversified portfolio of Australian equities through securities listed, or expected to be listed, on the ASX.
To provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.
