Our Products

Investment Funds

Our actively managed approach seeks to deliver outperformance 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 outperformance through market cycles.

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Summary

A managed investment scheme that invests in a diversified portfolio of Australian and international assets. It is designed for investors looking for long-term capital growth from a diversified portfolio of growth assets, who are comfortable with above average volatility in the value of their investment.

Investment objective

The Fund aims to provide strong capital growth over the long-term, with total returns (before fees, expenses and taxes) above the Fund’s benchmark over rolling five-year periods.

Benchmark

A composite index constructed using the applicable asset class index, weighted according to the Fund's strategic asset allocation. Refer to the PDS for further information.

Recommended investment time frame

5+ years

Inception date

February 1996

Latest Quarterly Report

How to invest

All of the above funds are subject to a minimum investment of $2,000. There is no guarantee that these objectives will be met.

General Advice Disclaimer

Either Yarra Funds Management Limited (ABN 63 005 885 567, AFSL 230 251) (‘YFML’) or Yarra Investment Management Limited (ABN 34 002 542 038, AFSL 229664) (‘YIML’) is the issuer and responsible entity of the range of registered managed investment schemes described on this website (‘Funds’). YFML and YIML are 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, YIML 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.

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