Preserving Confidence, Producing Results.
The Portfolio aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
Long term investors in Asian listed equities (For Wholesale Investors Only).
EX20 aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.
The Fund is an actively managed, diversified portfolio of 20 to 40 equity and equity-related securities with a global remit. (For Wholesale Investors Only)
Blue Boat is a global, long-only equity fund that aims to generate substantial returns by investing in value opportunities in quality businesses
Argo Infrastructure’s actively-managed portfolio is diversified across 50-70 global listed infrastructure securities across various subsectors and geographies, including both emerging and developed economies.
The fund aims to provide investors with the performance of the MSCI Korea 25/50 Index, before fees and expenses. The index is designed to measure the performance of Korean large- and mid- capitalisation companies.
BEAR seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls on a given day (and a negative return when the index rises on a given day).
The NextGen Resources Fund provides investors with exposure to a range of commodities such as lithium, the rare earth elements, graphite, nickel, gold, copper, oil, coking coal and gas. (For Wholesale Investors Only)
Tribeca Global Natural Resources (TGF) provides investors with exposure to an active long short investment strategy that seeks to profit from the inherent volatility in the Natural Resources Sector.
MAET is an ASX quoted fund. It invests in, and therefore tracks the performance of the Munro Global Growth Fund. Capital preservation first. Investment returns second. MAET aims to "smooth" the investment journey through utilising capital preservations tools such as increased cash levels, shorts, put options, currency hedging and equity exposure management. MAET provides convenience and simplicity for investors to gain access to an actively managed portfolio of 30-50 global growth equities.
Australia’s first institutional fund to exclusively focus on investing in talented entrepreneurs looking to acquire and scale mid-market businesses. (For Wholesale Investors Only)