Australian Equities

The Montgomery Fund

All-cap Australian equity fund that aims to generate capital growth, income and outperform the ASX 300 Accumulation Index over a five-year rolling period. Min investment $25,000. Available on platforms.

Australian Eagle Trust Long Short Fund

Seeks to provide capital growth and outperformance over the long term through leveraged investment in Australian shares by using Australian Eagle’s Long-Only investment philosophy in conjunction with a short-selling discipline.

The Montgomery [Private] Fund

All-cap Australian equity fund that aims to achieve absolute returns from a portfolio of long only Aust shares and cash. Capital preservation is paramount. Min investment $1,000,000. By invitation only.

Montgomery Small Companies Fund

Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.

Global Equities

Polen Capital Global Growth Fund Class B Units

A concentrated portfolio of outstanding global businesses with durable competitive advantages and the potential for sustained superior growth.

Polen Capital Global Small and Mid Cap Fund

Access to a concentrated best ideas portfolio of high-quality global small and mid-cap companies with the potential to deliver sustained superior growth.

Income

Aura Private Credit Income Fund

Aims to provide attractive monthly income with target returns of 9% to 12% per annum from a diversified portfolio of small short-term loans issued by a select group of lenders to businesses in Australia.

Aura Core Income Fund

Aims to preserve capital and provide stable monthly income with a target return of 3.5%-5.5% per annum above the Reserve Bank of Australia Cash Rate, net of fees and costs from exposure to a diversified pool of Australian private debt assets predominantly made up of small to medium enterprise loans.

Digital Assets

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Platform Availability

Distribution Team Request a Meeting

Scott Phillips
Head of Distribution
scott phillips
David Denby
National Account Manager
david denby
Michael Gollagher
National Account Manager
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Dean Curnow
National Account Manager
dean curnow
Toby Roberts
National Account Manager
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