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  1. Our Managed Funds

Our Managed Funds

Today’s investors require fund managers with intelligence and integrity. Our range of experts have a history of delivering returns for our investors.

Active and engaged

When it comes to growing your money, we believe taking a proactive approach is the way to go. We don’t believe good investment decisions come from following the crowd and just tracking an index; instead, they come from research, analysis, years of experience and a deep, human understanding of markets.

Progressive and driven

We’ve long understood the advantages of combining a range of boutique and niche investment opportunities. That’s why we've combined the best of our own in-house expertise with specialist joint venture partners to create a range of investment solutions designed to take your return on investment to a whole new level.

Patient and dependable

With a heritage spanning more than 175 years, we know what it is to invest for the long term. We believe that nothing less than a rigorous, patient and process-driven approach can provide the high-quality, long-term stability our investors are looking for.

Grandparents and kids

Diversify your portfolio with these investment solutions

Together with our financial partners, we offer a range of investment options to support you in diversifying your portfolio.

Australian Shares

These refer to company stocks listed on the Australian Securities Exchange (ASX). These can be ideal for investors with a relatively high risk tolerance who are looking to increase their capital growth. Platypus Asset Management is a specialist, growth-orientated, Australian equity manager. Acorn Capital is a well-known, expert manager of Australian microcap stocks.

Australian Shares

Diversified Funds

This refers to an investment portfolio that holds a variety of assets with differing performance and risk characteristics. Our active asset allocation strategy aims to reduce the risk of capital loss while simultaneously seeking maximum returns through a diverse, well-structured portfolio of assets.

Diversified Funds

Fixed Interest & Cash

Being able to balance your investment portfolio with relatively low-risk, low-return investments, such as fixed interest and cash is critical when it comes to managing risk.
Fixed Interest & Cash

International Shares

With Australian Shares only making up about 2% of global markets, being able to access the growth potential of international markets can make a huge difference.
International Shares

Mortgage Funds

Investors can receive regular, consistent income from one or a selection of registered first mortgages. Even better, they can select where they invest and the term of their investment.
Mortgage Funds

Property Funds

We offer a range of listed, unlisted and diversified property funds to suit many individual circumstances. Common to all is their aim to deliver solid, secure, and tax-effective income through the economic cycle.
Property Funds

Get to know our fund investment specialists

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