Balancing Investments

“Flexibility to choose from a range of fixed income and property funds.”

*Target Returns, net of Management Fees but before any applicable administrative fees and taxes. Returns are indicative only, past performance does not predict future returns.

ELIGIBLE INVESTMENTS

INVESTMENT OBJECTIVE

AUSTRALIAN DIVERSIFIED FIXED INCOME & CREDIT FUND

“A diversified portfolio of high-quality income-producing debt and hybrid capital
securities”

Commercial property fund

Target fund positioning

*Target returns are net of management fees but before applicable administration fees and taxes. Returns are indicative only and not guaranteed. Past performance does not predict future returns. Investors should review and consider the risks stated in the information memorandum, including market and liquidity risks.

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

Properties and Bonds

“With the balancing portion of the invested funds, there is a greater opportunity to invest in a more diverse range of investments. We are happy to explore all options further.

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