Our Funds

Strategic Overview
  • Diversify your portfolio with international stocks.
  • Investments in the UK, US, Europe and Asia.
  • Expert international analysts located across the globe.
  • Unlisted fund accepting new applications.
Performance as at 30 June 2017
27.42%
1 year
13.13% p.a
2 year
13.44% p.a
3 year

1.55%Up to 1.55% Management & expense recovery fee (p.a)

Strategic Overview
  • A concentrated portfolio of attractive domestic stocks.
  • Long track record in identifying unloved gems.
  • Flexibility to pursue the best opportunities.
  • Listed on ASX as a Listed Investment Trust (LIT)
Performance as at 30 June 2017
25.16%
1 year
18.39% p.a
3 year
21.74% p.a
5 year

1.1%Up to 1.1% Management & expense recovery fee (p.a)

10%Performance fee (on returns over 8% p.a)