188 Small Cap and Emerging Business Investments

Not all investments are the same. While all investments must be held within a Compliant Investment Framework for the 188 visa stream. Investors may choose the type of investments they would prefer.

Flexible portfolio compositions tailored to an investor’s risk profile are created to match their requirements.

188 EMERGING COMPANIES FUND

Diversified by fund manager and style via blended portfolio outcome

Emerging companies trusts

188 EMERGING COMPANIES TRUST – MULTI-MANAGER GROWTH PORTFOLIO

10%*p.a. Target Return

*Net of fees and indicative only, past performance does not predict future returns.

Growth

- Provide capital appreciation through investing in undervalued or high growth companies on an Australian Stock Exchange.
- Physical holding of 4 funds with underlying exposure to 50-100 ASX listed & unlisted companies shares with a market capitalisation of less than A$500m.

Institutional Manager

- Multi-Manager equities fund provides access to some of Australia’s Leading funds management firms.
- Manager performance is reviews continually and may vary exposures in underlying funds at our discretional, and ensure 188B/C compliance.

*Target returns, net of fees and indicative only, based on long-term equity market return. Past performance does not predict future returns.

188 COMPLIANT CAPITAL STABLE FUND

Provide capital stability through investing in low volatility Australian Securities

Emerging companies trusts

188 ECT CAPITAL STABLE FUND
1% - 5%*p.a. Target Return

**Returns are not guaranteed.

Stability Mechanism

- Investment portfolio is constructed to provide capital stability over a four year investment period.
- With less upside participation but significantly lower downside risk than the wider stock market.

Diversified Portfolio

- Holding of 20-50 qualifying emerging companies investments.
- Portfolio is composed of a diversified array of low volatility securities and cash deposits.

THE ACCOUNT STRUCTURE

Market leading solutions for Australia’s 188B/C Visa

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ELIGIBLE INVESTMENTS

  • Australian bank deposits (up to 20% of fund assets)
  • Diversified Multi-Manager approach using high quality 188B/C complying funds
  • Managed funds (open or close-end) or Listed Investment Companies
  • More than 20 Securities unquoted and quoted on an Australian stock exchange with <$500m market capitalisation with high volatility expected
  • Actively consider and manage the risks in our portfolio

INVESTMENT OBJECTIVE

  • Growth: Provide capital appreciation through investing in undervalued or high growth securities
  • Capital Stable: Provide capital stability through investing in low volatility securities
  • Investors should anticipate moderate volatility of returns from year to year depending on the economy