We are an independent, Australian investment manager. Our Fund is ‘all weather’ and better balanced for uncertain economic times1.
Our unique approach has grown capital and distributed income for over a decade2.
According to researchers3 the Fund is a thoughtful and sophisticated mix of diversified assets.
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1. The Fund returned +0.51% after fees for 1Q2020 when the ASX200 fell -23.10% due to COVID-19.
2. Historical 3-year Distribution Yield 3.56% p.a. Past performance is not a reliable indicator of future performance.
3. The June 2023 SQM Research Report is available now for financial advisers and wholesale investors.