The Fund targets the small-to-mid-value sub-segment, which is typically too small for institutional property funds. The Manager states it has a competitive advantage in this space, namely through committed and ready capital it has an ability to execute quickly and with certainty

The Fund invests in a concentrated portfolio of international equities. The portfolio will comprise 10 to 15 stocks at any point in time. The Manager will seek to remain fully invested at all times with a maximum cash allocation limitation of 20% of the portfolio.

There are five model portfolios available that cater to the differing levels of risk tolerance of investors - Conservative, Moderately Conservative, Balanced, Growth and High Growth. The investment strategy is based on the premise that dynamic management of the portfolios will generate superior returns to static asset allocation portfolios

The Portfolios provide investors access to a dynamically managed portfolio of primarily low cost managed funds/ETFs that seeks to provide a more stable risk profile around the respective pre-set risk targets for each of the Portfolios.

An investment in the bond offers access to a range of investment options (managed funds), which offer varying risk/return profiles. As well as a platform of investments, the Bond offers a range of tax features and flexible estate planning features. All distributions paid by the investment options are automatically reinvested and are not assessable in the bondholders annual income.