The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.
The fund aims to provide investors with the performance of the S&P Mid-Cap 400®, before fees and expenses. The index is designed to measure the performance of mid-capitalisation US equities.
The Morphic Ethical Equities Fund Limited (MEC) seeks to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.
The Fund will invest in early-stage high potential growth companies, with a focus on seed stage and follow-on investments. (For Wholesale Investors Only)
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
LEND gives investors exposure to a portfolio of 25 of the largest listed companies involved in private credit. LEND aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
Designed to provide current income while maintaining prospects for capital appreciation.
GAME aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of leading global video gaming and esports companies.
QSML gives investors a diversified portfolio of 150 international developed market small-cap quality growth securities. QSML aims to provide investment returns before fees and other costs which track the performance of the Index.
HEUR aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.
DBBF aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. DBBF seeks to balance income and capital growth returns over the long term, and targets an allocation of 50% defensive assets (Australian and international bonds), 50% growth assets (Australian and international shares).
ASIA aims to track the performance of an index (before fees and expenses) comprising the 50 largest technology and online retail stocks in Asia (ex-Japan), including technology giants such as Alibaba, Tencent, Baidu and JD.com.
The investment objective of the Fund is to outperform the MSCI World ex Australia Index – NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.
PIXX provides a simple and convenient means for investors to gain exposure to an actively managed, high conviction, long only portfolio of companies from around the world and across industry sectors.
MHOT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. MHOT aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
