Intelligence rebalancing based on multiple factors such as sectors, markets, weighted risk score.
Your portfolio is powered by high-quality, resilient assets.
You can redeem some or all of your shares, subject to limitations, at any point.
We've redesigned each step of the investment management process.
From conservative wealth preservation to aggressive growth, we have portfolio strategies designed for your goals.
Conservative
Wealth preservation with moderate growth through a defensive allocation focused on fixed income and credit strategies.
Defensive
Wealth preservation with moderate growth through diversified allocation across fixed income, real estate, and selective equities.
Balanced
Balance between growth and income with diversified exposure to equities, private equity, real estate, and fixed income.
Growth
Capital appreciation with moderate risk through substantial equity exposure complemented by private equity and venture capital investments.
Aggressive
Maximum growth potential through aggressive allocation to equities, venture capital, and private equity with concentrated positions.
Alt-Heavy
Alternative-focused strategy emphasising venture capital, private equity, crypto, and emerging technologies for maximum alpha generation.
Our fee structure is designed to align with your success. We only win when you win.
Based on portfolio complexity
Of returns above benchmark
Join thousands of Australians who have bridged the gap from high income to high net worth.