FUNDS OVERVIEW

We offer nine Australian investment funds with different characteristics to suit the varying needs of our clients.

All our funds invest in Australian companies listed on the ASX 300 and all follow our conservative, disciplined, proven investment philosophy. All funds aim to achieve attractive long-term returns for clients, with lower volatility than the market. Our portfolios are constructed using proprietary, bottom-up research that identifies high-quality, good-value companies well-positioned to provide consistent returns over the medium to long term.

All funds
  • Australian Share Fund
  • All Industrials Share Fund
  • Concentrated Australian Share Fund
  • Concentrated Australian Share Fund (Quoted) ASX:IMLC
  • Equity Income Fund
  • Future Leaders Fund
  • Australian Smaller Companies Fund
  • Small Cap Fund
  • Private Portfolio Fund
Australian Share Fund >

Australian Share Fund >

Our flagship large cap fund. It has provided investors with attractive capital growth and income since 1998 through investing in a select group of high-quality companies in the ASX300.
All Industrials Share Fund >

All Industrials Share Fund >

Similar in makeup, philosophy and return profile to the Australian Share Fund, but only invests in industrial stocks, with no exposure to the resources industry.
Concentrated Australian Share Fund >

Concentrated Australian Share Fund >

A high conviction fund that identifies and invests in a select group of high-quality, undervalued companies within the ASX 300.
Concentrated Australian Share Fund (Quoted) ASX:IMLC >

Concentrated Australian Share Fund (Quoted) ASX:IMLC >

A high conviction active ETF that identifies and invests in a select group of high-quality, undervalued companies within the ASX 300.
Equity Income Fund >

Equity Income Fund >

This fund provides investors a reliable and relatively high income stream, as well as capital growth, with lower volatility than the ASX 300.
Future Leaders Fund >

Future Leaders Fund >

Similar in makeup, philosophy and return profile to the Australian Smaller Companies Fund, but holds slightly larger companies as it also invests in stocks up to the ASX top 50.
Australian Smaller Companies Fund >

Australian Smaller Companies Fund >

Our flagship small-cap fund, established in 1998. It provides attractive returns and income to investors through investing in companies outside the ASX100.
Small Cap Fund >

Small Cap Fund >

Similar in makeup, philosophy and return profile to the Australian Smaller Companies Fund, but allows select exposure to companies within the largest 50-100 shares in the ASX.
Private Portfolio Fund >

Private Portfolio Fund >

Uses a dynamic, opportunistic approach to investing to deliver consistent, positive returns for investors with low volatility and greater resilience when markets drop.

New Investors

Existing Investors

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