Our Funds
Partnership and transparency are at the heart of what we do, so you are empowered to build your wealth with forward-thinking, adaptable investment strategies.
Strategic Growth Fund
The Strategic Growth Fund invests in a carefully selected portfolio of global companies, with a clear focus on delivering strong long-term returns through high-conviction investments in market leaders.
High Conviction Fund
The High Conviction Fund invests in a concentrated portfolio of high-quality Australasian companies aiming to deliver strong long-term returns.
Income Opportunities Fund
The Fund aims to provide a higher level of income from a diversified investment portfolio primarily invested in companies that typically offer compelling dividends and fixed interest securities.
Global Alternatives Fund
The Fund aims to deliver attractive long-term returns through a diversified portfolio of alternative strategies, complementing traditional
equity and bond investments with differentiated sources of return.
New Zealand Bond Fund
The Fund predominantly invests in select investment grade New Zealand corporate fixed interest securities to provide regular income.