Tools & Resources

Annual Reports

See below annual reports for each of our investment funds for the year ended 30 June 2020.

Simply Swipe to obtain further table informatin

  Resource Files
Yarra Australian Bond Fund - Annual Report# PDF
Yarra Australian Equities Fund - Annual Report PDF
Yarra Australian Equities Fund (Direct) - Annual Report PDF
Yarra Australian Real Assets Securities Fund - Annual Report PDF
Yarra Emerging Leaders Fund - Annual Report PDF
Yarra Emerging Leaders Fund (Direct) - Annual Report PDF
Yarra Enhanced Income Fund - Annual Report PDF
Yarra Enhanced Income Fund (Direct) - Annual Report PDF
Yarra Ex-20 Australian Equities Fund - Annual Report* PDF
Yarra Global Small Companies Fund - Annual Report PDF
Yarra Income Plus Fund - Annual Report PDF
Yarra Investment Fund - Annual Report PDF
Yarra Investment Funds (Conservative, Balanced and Growth) - Annual Report** PDF
Yarra Leaders Fund - Annual Report PDF
Nikko AM ARK Global Disruptive Innovation Fund - Annual Report PDF
Nikko AM Global Share Fund - Annual Report PDF
Nikko AM New Asia Fund - Annual Report PDF

# Formerly the Nikko AM Australian Bond Fund. Effective 30 August 2021, the Fund’s name changed following the acquisition of Nikko AM’s Australian business.
* 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.
** Formerly the Nikko AM Conservative Fund, the Nikko AM Balanced Fund and Nikko AM Growth Fund. Effective 30 August 2021, the Fund’s names were changed.

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.