The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
ESGI gives investors exposure to a diversified portfolio of sustainable international companies listed on exchanges in developed markets around the world (ex Australia)
JNDQ aims to track the performance of the Nasdaq Next Generation 100 Index® (before fees and expenses). The Index provides exposure to the 100 largest Nasdaq-listed non-financial companies by market capitalisation outside of the Nasdaq-100 Index®.
The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses. The Underlying Funds are ETFs that invest in disruptive, technology themed companies driving innovation and providing solutions to global challenges.
The Global X Gold Bullion (Currency Hedged) ETF (GHLD) offers a simple and cost-effective way to invest in physical gold while being hedged against the risk of a rising Australian Dollar. The gold bullion is vaulted by JPMorgan Chase Bank, N.A. in London and adheres to global gold quality standards as per the London Bullion Market Association’s (LBMA) rules for Good Delivery.
The Global X Artificial Intelligence Infrastructure ETF (AINF) offers targeted exposure to the physical and operational backbone enabling AI’s global expansion. While most AI investments focus on chips or platforms, AINF looks underneath the surface at the energy, data, and materials infrastructure powering this transformation.
HQUS aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR (before fees and expenses). The Index provides exposure to 500 leading listed US companies, with each holding in the index weighted equally. HQUS currently obtains its investment exposure by investing in the Betashares S&P 500 Equal Weight ETF (ASX: QUS), with the foreign currency exposure hedged back to the Australian dollar.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Fund provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common sense investing.
Noise Cancelling for the Urban Environment. (For Wholesale Investors Only)
This is a game changing household life saving electrical safety device with an annual market of over $7 billion.
The Fund will invest in a concentrated portfolio of 10 – 15 stocks drawn from international equity markets outside Australia.
WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange, with a focus on small-to-medium sized businesses. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities.
OOO aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate.
Invest in highly traded next generation companies.
