We are a leading, independent and active Australian fund manager. We offer our clients access to a range of actively managed fundamental equities, fixed income and multi-asset capabilities.
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Yarra Australian Equities Core Strategy
A core Australian large cap 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 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 Premier Australian Equities Strategy
A concentrated, high conviction portfolio that harnesses our best ideas and insights
S&P/ASX 300 Accumulation Index
Fixed Income and Multi-Asset
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 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
All of the above funds are subject to a minimum investment of $50,000. There is no guarantee that these objectives will be met.
We also offer institutional clients access to the Yarra Australian Equities Pension & Charities Strategy, the Yarra Absolute Return Australian Equities Strategy, the Yarra Australian Equities Smaller Companies Strategy, the Yarra A$ Cash Reserves Strategy and the Yarra Absolute Credit Strategy.