Our actively managed Australian Equities strategies seek to deliver outperformance for clients over long time horizons.
By tailoring our independent, style-neutral investment approach to the investment objectives of our products, we provide a consistent and reliable framework that ensures we are capable of delivering out performance through market cycles.
All of the above funds are subject to a minimum investment of $50,000, except for the Yarra Australian Equities Fund which has a minimum investment of $10,000. There is no guarantee that these objectives will be met.
Yarra Capital Management also has several direct funds which are currently closed to new investors:
For institutional clients, we also offer access to the Yarra Tax Advantaged Investor Australian Equities Strategy and the Yarra Microcaps Strategy. Please contact a member of the Firm’s Client Team for further information.
General Advice Disclaimer
Yarra Funds Management Limited (ABN 63 005 885 567, AFSL 230 251) (‘YFML’) is the issuer and responsible entity of the range of registered managed investment schemes described on this website (‘Funds’). YFML is not licensed to provide personal financial product advice to retail clients. The information provided on this website contains general financial product advice only. The advice has been prepared without taking into account your personal objectives, financial situation or particular needs. Therefore, before acting on any advice, you should consider the appropriateness of the advice in light of your own or your client’s objectives, financial situation or needs. Prior to investing in any of the Funds, you should obtain and consider the product disclosure statement (‘PDS’) for the relevant Fund by contacting our Investor Services team on 1800 034 494 or from our website at www.yarracm.com/pdsupdates. The information set out in this website has been prepared in good faith and while YFML and its related bodies corporate (together, the “Yarra Capital Management Group”) reasonably believe the information and opinions to be current, accurate, or reasonably held at the time of publication, to the maximum extent permitted by law, the Yarra Capital Management Group: (a) makes no warranty as to the content’s accuracy or reliability; and (b) accepts no liability for any direct or indirect loss or damage arising from any errors, omissions, or information that is not up to date.
Before using any of the financial services offered by Yarra Funds Management Limited, you should read our Financial Services Guide (FSG). This has been prepared to assist you in deciding to use any of the financial services offered by us. We are required to provide you with an FSG if we provide certain financial services to you as a retail client.