Listed below in alphabetical order are the investments recommended by our research department and held in client portfolios. For each investment the following resources are available:

  • Investment Profile. A brief summary of the investment and why it is recommended. These are generally updated at the end of each quarter.
  • Product Disclosure Statement (PDS). The current PDS provided by the fund manager for the investment (including the supplementary PDS where applicable).

Please note that the list below covers the investments held by our clients, but they may not be held in all portfolios. Some of the investments have restricted access (for example they may be closed to new investors or not available via an administration service), or are only appropriate and recommended for certain risk profiles.

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Investment Name Links
AB Managed Volatility Equities Fund Profile PDS
Antipodes Global Fund Profile PDS
Ardea Real Outcome Fund Profile PDS
Auscap Long Short Australian Equities Fund Profile PDS
Bennelong Concentrated Australian Equities Fund  Profile PDS
BlackRock Concentrated Industrial Share Fund Profile PDS
Capital Group New Perspectives Fund Profile PDS
Chester High Conviction Fund PDS
Colonial First State Wholesale Strategic Cash Fund Profile PDS 2
Daintree Core Income Trust Profile PDS
Ellerston Australian Market Neutral Fund PDS
Fidelity Asia Fund PDS
Firetrail Absolute Return Fund  Profile PDS
Firetrail Australian High Conviction Fund Profile PDS
GQG Partners Global Equity Fund  Profile PDS
Janus Henderson Tactical Income Fund Profile PDS
Kapstream Absolute Return Income Fund Profile PDS
L1 Capital Long Short Fund Profile PDS
LAZARD Global Listed Infrastructure Fund Profile PDS
Macquarie Cash Management Account Profile PDS
Macquarie Wrap Solutions Cash Account Profile PDS
Magellan Global Fund Profile PDS
Magellan High Conviction Fund Profile PDS
MFS Concentrated Global Equity Trust (WS) Profile PDS
Pendal Ethical Share Fund  PDS
Perpetual Exact Market Cash Fund Profile PDS
Perpetual Pure Microcap Fund Profile PDS
Realm High Income Fund Profile PDS
SGH ICE Fund Profile PDS
T. Rowe Price Dynamic Global Bond Fund Profile PDS
UBS Cash Fund Profile PDS PDS 2
Vanguard Australian Fixed Interest Index Fund PDS
Vanguard Balanced Index Fund Profile PDS PDS 2
Vanguard Cash Reserve Fund Profile PDS
Vanguard Growth Index Fund Profile PDS PDS 2
Vanguard High Growth Index Fund Profile PDS PDS 2
Watermark Market Neutral Trust Profile PDS
Wavestone Dynamic Australian Equity Fund ProfilePDS
Winton Global Alpha Fund Profile PDS

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Investment Name Links
Antipodes Global Fund Profile PDS
Capital Group New Perspective Fund Profile PDS
Firetrail Absolute Return Fund Profile PDS
Janus Henderson Tactical Income Fund Profile PDS
Kapstream Absolute Return Income Fund Profile PDS
L1 Capital Long Short Fund Profile PDS
Lazard Global Listed Infrastructure Fund Profile PDS
Macquarie Cash Management Account Profile PDS
Macquarie Wrap Solutions Cash Account Profile PDS
Magellan Global Fund Profile PDS
Perpetual Pure Equity Alpha Fund Profile PDS
Perpetual Pure Microcap Fund Profile PDS
Perpetual Pure Value Share Fund Profile PDS
Wavestone Dynamic Australian Equity Fund ProfilePDS
Winton Global Alpha Fund Profile PDS

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