About Us

Our Capabilities

We are a leading, independent active Australian fund manager providing access to a range of actively managed fundamental equity, fixed income and multi-asset capabilities.

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Benchmark/Comparative Index

Australian Equities

Yarra Australian Equities Broadcap Strategy

A core Australian large cap Australian equities exposure

S&P/ASX 200 Accumulation Index

Yarra Australian Real Assets Securities Strategy

A listed real assets exposure to provide a high level of distribution and earnings certainty and inflation protection across a large investment universe

S&P/ASX 300 Custom Infrastructure, Utilities and A-REITs Accumulation Index

Yarra Australian Smaller Companies Equity Strategy

A small cap strategy providing exposure to small and medium sized Australian companies that are considered to possess strong capital growth potential

S&P/ASX Small Ordinaries Accumulation Index

Yarra Emerging Leaders Strategy

A small and mid-cap Australian equities exposure with strong capital growth potential and superior liquidity

50% the Midcap 50 Accumulation Index and 50% the Small ordinaries Accumulation Index

Yarra Ex-20 Australian Equities Strategy

A focused Ex-20 exposure providing access to a diverse, balanced investment universe with lower stock and sector concentration

S&P/ASX 300 ex S&P/ASX 20 Accumulation Index

Fixed Income and Multi-Asset

Yarra Australian Bond Strategy

A diversified portfolio of investment grade Australian fixed income assets, that focuses on providing investors with consistent positive returns no matter the conditions

Bloomberg AusBond Composite 0 + YR Index

Yarra Enhanced Income Strategy

A credit and income-focused approach that accesses a diversified portfolio of hybrid (debt/equity) and fixed income assets for higher-yielding investment opportunities

RBA Cash Rate

Yarra Higher Income Strategy

A multi-sector credit portfolio which seeks to meaningfully shift exposure wherever, in our view, the best risk-adjusted opportunities can be found

RBA Cash Rate

Yarra Income Plus Strategy

A multi-asset approach to fixed income, investing with a total return focus. Invests across cash, money market, and domestic and international fixed interest products, with access to high-yielding investments such as global high yield, property and infrastructure

Bloomberg AusBond Bank Bill Index

Global Equities

Yarra Global Share Strategy

A high conviction global share strategy which is benchmark and style agnostic, targeting an active share of 80-95%

MSCI All Countries World Index (with net dividends reinvested) expressed in Australian Dollars (unhedged)

ARK Global Disruptive Innovation Strategy

A high conviction portfolio providing access to early-stage and emerging companies through listed global equity markets which offer high growth potential

No benchmark

Yarra Global Small Companies Strategy

An actively managed portfolio that seeks to unlock small-cap opportunities on a global scale

MSCI World Small Cap Index net of dividend withholding taxes, measured in A$

Funds for the above strategies are subject to minimum investment requirements. There is no guarantee that these objectives will be met.

For institutional clients interested in our equity strategies, we also offer access to a Tax Advantaged Investor Australian Equities Strategy, while fixed income investors can access a range of Insurance Strategies, a Cash Reserves Strategy, an LBO Strategy and an RMBS Strategy. Please contact a member of the Firm’s Client Team for further information.