Our Approach
Launched in October 2020, the Fund offers investors a diversified portfolio and looks to put positions in Australian equities, global equities (generally through ETFs or options), bonds and commodities. The investment team are equally happy to be in long or short positions and will invest where markets present opportunities.
The Fund looks at macro cycles like growth, inflation and fiscal spending; whilst also being attentive to the writings of Harry S. Dent, Jr around ageing populations and demographic research across the globe.
Our entire team is committed to delivering a best in class investment product and service to our clients.
Our Latest Fund Reports
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Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.