A zero management fee managed fund based on the internationally recognised ‘Dogs of the Dow’ investment strategy. The fund invests in an equally weighted share portfolio of ten shares representing the highest dividend-yielding, large capitalisation, blue chip companies selected from the ASX S&P 100.

• Zero management fee
• High dividend yields
• ASX S&P 100 companies
• $10,000 minimum investment

The fund invests primarily in US equities with market capitalization of US$10 billion or greater. The investment philosophy of the fund is that of a long term, value-orientated approach, with top down screening. This has led to out performance of the S&P 500 over every 10 year rolling period since 1969.

• Exposure to the worlds most dominant brand names
• Long term investments with value bias
• Un-hedged exposure to $US stocks
• $10,000 minimum investment

A value orientated Fund, investing globally in concentrated portfolio of undervalued stocks. The fund can use shortselling and derivatives as a risk management tool.

• Global Shares
• Absolute Returns
• 3 year time horizon
• $20,000 minimum investment

Provides regular income at competitive rates by investing in a diverse portfolio of quality mortgage securities, as well as fixed interest and cash bills.

• Enhanced yield
• 1 Year time horizon
• $2000 minimum Investment

Uses fundamental valuation methodologies and active qualitative feedback to identify pricing inefficiencies in various Australian and International mid and small cap companies.

• Australian & Global Mid/Small Cap
• S&P/ASX Small Ordinaries Accumlation Index
• 3 year time horizon
• $25,000 minimum Investment

Invests in a portfolio of quality international small cap companies selected in accordance with a bottom up strategy, focusing on market inefficiency and structural change.

• Global Mid/Small Cap
• Citigroup Global Extended Market Index
• Long term time horizon
• $1000 minimum investment