Why invest with us?
Our mission is to help our investors—large or small—achieve their financial goals. That means no matter what we’re doing, we’re thinking about new ways to serve our clients and ensure our offering is relevant and targeted.
We’ve experienced exponential growth over our relatively short history, with a suite of boutiques and funds that punch well above their weight. Our funds are designed to support long-term investing, always looking to help our investors achieve their financial goals.
Globally, we have more than AUD9 billion in assets under management*, which continues to grow as our asset managers strive for outperformance.
*as at 30 November 2017
These days, it’s not hard to find companies claiming to champion innovation. But for us, it’s our way of being. We partner with businesses at the forefront of new ideas, and we look for new technologies and systems to improve our clients’ experience with us.
We’re not afraid of asking ourselves the hard questions. What’s going to make us more relevant for our investors? Should we do what we’ve always done, or change? And in all our doings, we’re always striving towards our primary aim—helping our clients achieve their financial goals.
We manage funds across a range of asset classes, including Australian equities (small and large caps), market neutral and absolute return hedge funds, global equities, listed global infrastructure and listed global real estate.
That kind of diversification means we’ve got a fund to suit every portfolio. And because our funds perform in different kinds of environments, our investors have the potential for a smoother return profile through the market cycle.