For Financial Advisors
We provide a transparent and scalable platform that equips advisers with forward-thinking investment solutions, from diversified core funds to customised, single-asset strategies.
Specialist Funds
High Conviction Fund
An actively managed equity portfolio. The fund invests in a concentrated portfolio of Australian and…
Income Opportunities Fund
Represents a focused investment strategy which aims to provide higher levels of income…
Strategic Growth Fund
The Strategic Growth Fund represents an internationally focused investment strategy to provide…
Global Alternatives Fund
The Global Alternatives Fund represents an absolute return strategy that has low correlation…
High Conviction Fund
An actively managed equity portfolio. The fund invests in a concentrated portfolio…
Income Opportunities Fund
Represents a focused investment strategy which aims to provide higher levels of income…
Core Funds
New Zealand Bond Fund
An actively managed portfolio of domestic or internationally listed New Zealand fixed-interest…
New Zealand Equity Fund
Provides investors with a portfolio of New Zealand companies that provide broad exposure to…
Australian Equity Fund
Consists of a portfolio of Australian companies that provide broad exposure to the Australian…
International Equity Fund
The international Equity Fund invests in a selection or exchange-traded funds or listed international shares…
International Bond Fund
Provides investors with the potential for long-term capital and income growth primarily through a portfolio…
Property and Infrastructure Fund
Provides investors with the potential for long-term capital and income growth; this is offered…
Multi Asset Funds
Conservative Fund
Suitable for investors seeking an investment that aims to provide moderate capital and income growth.
Balanced Fund
Invests with a bias to growth assets, such as equities alongside fixed interest securities.
Growth Fund
Suitable for investors seeking the potential for higher capital growth over the longer term through…
Philanthropy Fund
Primarily invests in equities with higher exposure to New Zealand and Australia and a lower level…
Conservative Fund
Suitable for investors seeking an investment that aims to provide moderate capital…
Balanced Fund
Invests with a bias to growth assets, such as equities alongside fixed interest securities.