The fund aims achieve a (total) return equal to Benchmark (Bloomberg AusBond Bank Bill Index) plus 2% net of fees and expenses over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant fixed income investments

The Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.

Clime Capital Limited is a long established listed investment company (LIC) that offers investors the opportunity to acquire shares in quality Australian companies.

The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees) by investing in a diversified portfolio of fixed income securities, which are generally expected to be higher yielding than traditional fixed income investments. It aims to provide higher distributions than cash and traditional fixed income investments.

Eastwood Securities Mortgage Fund is a conservative, non-pooled, property mortgage-based investment scheme.

The Fund invests in mortgages with typical loan amounts between $3M to $15M secured via a mortgage over real property located within metropolitan Sydney, Brisbane or Melbourne (For Wholesale Investors Only).

The Metrics Master Income Trust provides investors with the advantage of direct exposure to the Australian corporate loan market — a space dominated by the regulated banks.

The fund aims to provide investors with the performance of the Bloomberg AusBond Treasury 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.

The Fund employs a passive investment strategy that aims to provide investors with the performance of the S&P/ASX Bank Bill Index (before fees and expenses). The Fund offers the ability to achieve capital preservation and regular income with a diversified portfolio of high quality short-term money market instruments. The Fund is truly liquid and only holds investments in instruments that can be sold on a same day basis.

HoldenCAPITAL Partners provides sophisticated investors with the opportunity to invest in standalone, development related, secured mortgage investments. (For Wholesale Investors Only)

We help wholesale investors generate targeted returns of up to 15% p.a. on real estate secured investments.

Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)

The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.

The Global X S&P 500 Covered Call Complex ETF (UYLD) follows a “covered call” or “buy-write” strategy, in which the fund buys the stocks in the S&P 500 Index and “writes” or “sells” corresponding call options on the same index to generate income.