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Diversified multi - asset portfolio
Our fund spans Australian and global equities, property, fixed income, alternatives, infrastructure, cash and other asset classes for long term growth
Tactically managed
portfolio
We actively rebalance across asset classes to adapt to market shifts and capture new growth opportunities , all while staying aligned with our long-term strategy.
Long-term growth
and income
Designed for investors seeking long term capital growth through diversified portfolio, with the potential for income distributions
About the Fund
The Fund is a professionally managed diversified multi-asset fund designed to deliver long-term capital growth with annual income distributions. The Fund invests across a broad range of asset classes, including Australian equities, global equities, property, alternatives, fixed income and cash, providing investors with a diversified investment portfolio through a single investment.
Why invest?
Potential for Long-term capital growth and income
Annual income distributions
Australian and Global market exposure
Distribution reinvestment available
Diversified across six asset classes
Suggested investment timeframe: 5+ years
Potential for tax-deferred income
Portfolio Allocation across six
asset classes
The fund invests across a range of global and Australian asset classes designed to mitigate risk and deliver long term growth opportunities
Global Equities
Australian Equities
Property Securities
Alternative Investments
Fixed Income
Cash
Fund Resources
Access key documents and forms to learn more about the fund and how to get started
How to apply