Tools & Resources

Annual Concise Reports

See below for access to annual concise reports for each of our investment funds for the year ended 30 June 2018.

Simply Swipe to obtain further table informatin

  Resource Files
Yarra Australian Equities Fund - Annual Concise Report PDF
Yarra Australian Equities Fund (Direct) - Annual Concise Report PDF
Yarra Australian Real Assets Securities Fund - Annual Concise Report PDF
Yarra Emerging Leaders Fund - Annual Concise Report PDF
Yarra Emerging Leaders Fund (Direct) - Annual Concise Report PDF
Yarra Enhanced Income Fund - Annual Concise Report PDF
Yarra Enhanced Income Fund (Direct) - Annual Concise Report PDF
Yarra Ex-20 Australian Equities Fund - Annual Concise Report* PDF
Yarra Global Small Companies Fund - Annual Concise Report PDF
Yarra Income Plus Fund - Annual Concise Report PDF
Yarra Investment Fund - Annual Concise Report PDF
Yarra Leaders Fund - Annual Concise Report PDF

* Formerly the Yarra Premier Australian Equities Fund. Effective 25 June 2018 the Fund’s investment strategy, name and benchmark were changed. See here for further information.

Disclaimer

The information provided on this page relates partly to the historical period where the responsible entity of each of the Funds, Yarra Funds Management Limited (formerly known as Goldman Sachs Australia Managed Funds Limited), was a wholly owned subsidiary of The Goldman Sachs Group, Inc. Yarra Capital Management was established in January 2017 following the successful completion of a management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates.