Funds & Strategies

A selection of the funds and managed strategies our team has built across asset classes, with their long-term track record.

Equity · 2025

Blue-Chip Equity Fund

+18.4% p.a. Moderate risk

Fixed Income · 2025

Fixed Income Plus

+9.1% p.a. Low risk

Forex · 2024

Global FX Strategy

+22.7% p.a. High risk

Commodities · 2024

Gold & Commodities Fund

+14.2% p.a. Moderate risk

Balanced · 2025

Balanced Growth Portfolio

+12.6% p.a. Balanced

Index · 2023

IDX30 Index Fund

+11.3% p.a. Low cost

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Past performance is not a reliable indicator of future results. Figures shown are illustrative and net of fees. Investing involves risk, including the possible loss of capital.