The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
The fund’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the ASX. (For Wholesale Investors Only)
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
Invest alongside Market Matters and benefit from our high-performing, active approach.
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. (For Wholesale Investors Only)
AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.
The DDH Balanced Growth Fund is a dynamic asset allocation portfolio which investing in underlying investment funds which invests in a range of listed and unlisted securities across various sectors.
The DDH Conservative Growth Fund invests in predominantly defensive assets across Australian & international markets, giving investors access to wholesale portfolios managed by QIC.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
The KeyInvest Life Events Bond is a low-cost and tax-effective investment bond designed to assist with building and managing wealth through every stage of life.
The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
Our investment platform is a contemporary administration solution built to help you create portfolios that lead your business into the future.
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 provides wholesale investors with exposure to Alvia's highest conviction ideas across all asset classes, sectors, and geographies, encompassing listed securities and private companies typically reserved for institutional or ultra-HNW investors.
