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    Investing in small Australian and NZ companies that are the beginning of their growth cycle

    Investing to target 0.5% p.a above the cash rate from fixed income securities (lowest risk)

    Investing to target 2% p.a above the cash rate from fixed income securities (lower risk)

    Investing to target 4% p.a above the cash rate from fixed income securities (higher risk)

    Investing to target 7% p.a income, paid monthly, from high dividend Australian companies

    Investing in growing companies that are positively impacting our future

    Investing in active fixed income portfolio targeting returns 0.5% p.a above the cash rate (highest protection)

    Investing in active fixed income portfolio targeting returns 2% p.a above the cash rate (high protection)

    Investing in active fixed income portfolio targeting returns 4% p.a above the cash rate (moderate protection)

    Investing in names you know and trust like Woolworths, Caltex and ANZ Bank

    I want capital growth

    Investing in small Australian and NZ companies that are the beginning of their growth cycle

    I want income

    Investing to target 0.5% p.a above the cash rate from fixed income securities (lowest risk)

    Investing to target 2% p.a above the cash rate from fixed income securities (lower risk)

    Investing to target 4% p.a above the cash rate from fixed income securities (higher risk)

    Investing to target 7% p.a income, paid monthly, from high dividend Australian companies

    I want to invest sustainably

    Investing in growing companies that are positively impacting our future.

    I want to protect my capital

    Investing in active fixed income portfolio targeting returns 0.5% p.a above the cash rate (highest protection)

    Investing in active fixed income portfolio targeting returns 2% p.a above the cash rate (high protection)

    Investing in active fixed income portfolio targeting returns 4% p.a above the cash rate (moderate protection)

    I want to invest in brands I know

    Investing in names you know and trust like Woolworths, Caltex and ANZ Bank

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    Read the PDS. It’s important.
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