Ratings & platform availability | Ironbark Investment Solutions

The Fund seeks to deliver returns with low correlation to the broader equity and fixed income markets and other alternative strategies.

APIR DEU0109AU

Zenith Approved

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

Global Equities

The Fund seeks to deliver a compound rate of return greater than 10% per annum, after fees and costs, with a lower risk of capital loss than broader global equity markets, over the long term (typically 5 to 7 years).

APIR AMP7497AU

AMP North BT Panorama HUB24 Macquarie Wrap Netwealth

APIR AMP8506AU

Lonsec Not Rated

AMP North BT Panorama HUB24 Macquarie Wrap Netwealth

The Fund seeks to outperform the Benchmark (after management fees and costs but before performance fees) over the long term (typically 5 to 7 years).

APIR DAM7739AU

Lonsec Investment Grade

HUB24 Netwealth Praemium

The Fund seeks to outperform the Benchmark by 2-3% p.a. after fees, over rolling five-year periods through investment in a focused selection of equities on a global basis.

APIR MGL0004AU

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

The Fund seeks to outperform the Benchmark by 2-3% p.a. after fees, over rolling five-year periods through investment in a focused selection of equities on a global basis.

APIR DAM7719AU

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

The Fund seeks to outperform the Benchmark by 1% p.a. before fees, over rolling 5-year periods, through investment in a diversified selection of equities on a global basis.

APIR DAM2442AU

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

To outperform the Benchmark by 1% p.a. before fees, over rolling 5-year periods, through investment in a diversified selection of equities on a global basis.

APIR DAM5404AU

AMP North BT Panorama HUB24 Insignia Expand Netwealth Praemium

The Fund aims to achieve capital growth equal to, or greater than the Benchmark with lower volatility over the long-term by investing globally in listed securities of companies having their registered office or exercising a preponderant part of their economic activities in emerging countries through the Underlying Fund.

APIR ETL0381AU

AMP North BT Panorama HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

The Fund, through its investment in the Underlying Fund, aims to provide long-term capital growth while at the same time aiming for a better sustainability profile to the Benchmark by promoting certain environmental, social and corporate governance (’ESG’) characteristics and integrating sustainability risks in the investment process. The Fund, through its investment in the Underlying Fund, aims to achieve a better return and for an improved environmental footprint compared to the Benchmark.

APIR ETL0561AU

AMP North HUB24 Netwealth Praemium

Listed Property

The Fund seeks to outperform its Benchmark, after fees, over rolling three-year periods.

APIR MGL0010AU

AMP North BT Panorama HUB24 Insignia Expand Macquarie Wrap

The Fund seeks to outperform its Benchmark, after fees, over rolling three-year periods.

APIR MGL0011AU

AMP North BT Panorama HUB24 Macquarie Wrap Netwealth Praemium

The Fund seeks to outperform its Benchmark, after fees, over rolling three-year periods.

APIR PAL0002AU

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap

Private Markets

The Fund, through its investment in the AUD-denominated share classes of the HarbourVest Global Private Solution SICAV S.A. – Diversified Private Equity Fund (the Underlying Fund), seeks to build a global diversified private equity-focused portfolio in an open-ended fund that delivers capital growth over the medium to long-term through direct or indirect exposure to the equity and debt of primarily private businesses, across geographies, sectors, and stages.

APIR DAM2740AU

AMP North BT Panorama HUB24 Macquarie Wrap Netwealth Praemium

Australian Equities

The Fund seeks to outperform the Benchmark (before fees) over rolling 4-year periods.

APIR PAT0002AU

AMP North BT Panorama HUB24 Macquarie Wrap Netwealth

Listed Infrastructure

The Fund aims to outperform an accumulation index, maintained daily, comprised of the OECD Total Inflation Index plus 5.5% per annum (Benchmark), after fees, over a five-year period.

APIR MPL0006AU

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

The Fund aims to outperform an accumulation index, maintained daily, comprised of the OECD Total Inflation Index plus 5.5% per annum (Benchmark), after fees, over a five-year period.

APIR MPL0008AU

AMP North BT Panorama CFS Edge HUB24 Insignia Expand Macquarie Wrap Netwealth Praemium

Fixed Income

The Fund aims to maximise current yield and income and seeks to meet the needs of investors who are targeting a consistent level of income. The Fund also aims to provide long-term capital growth. In addition, the fund applies a screening process to select issues that contribute to realising the UN Sustainable Development Goals (’SDGs’).

APIR ETL7701AU