Maximum Income for Minimum Risk

An open-ended fund targeting a minimum net investor return of the RBA Cash Rate plus 4.0% p.a. (For Wholesale Investors Only)

The Fund is designed to be a core portfolio allocation for fixed income. It aims to track the performance of the Bloomberg Global-Aggregate Total Return Index Hedged AUD (before fees and expenses). The index is a flagship measure of fixed-rate global investment grade debt from global bond markets, hedged into Australian dollars. The Fund currently obtains its exposure via an underlying ETF (refer to the PDS for more information).

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

An exciting opportunity to invest into Toronto Private Hospital.

A highly diversified exposure to the Australian Investment Grade Fixed Income Market, benchmarked to the Bloomberg AusBond Composite 0+ Yr Index.

Plato Income Maximiser Limited (the ‘Company’, ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.

GGOV aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality, long-dated, fixed rate US Treasury bonds, hedged into AUD.

Vanguard Australian Government Bond Index ETF seeks to track the return of the Bloomberg AusBond Govt 0+ Yr Index before taking into account fees, expenses and tax.

Designed for Investors targeting higher returns and willing to commit to a 12, 24 or 36 month investment term. This Fund offers a competitive distribution rate, paid monthly.

The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.

Delivers investor returns through investments in mortgages against Australian real estate.

The Fund provides an opportunity for Wealth Managers to access cash-based products designed with specific considerations to their core needs across returns, liquidity, administration, and reporting. (For Wholesale Investors Only)

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 Premium Income Fund offers Retail and Wholesale Investors the opportunity to invest in a pool of commercial loans, secured by mortgages over real Australian property.