About Us

Our Capabilities

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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Strategy

Description

Benchmark/Comparative Index

Equities

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.