A globally diversified investment portfolio focused on steady capital growth with controlled risk.

  • Strategy: Multi-Asset Balanced

  • Target Return: RBA cash rate + 5% p.a.

  • Investment Term: Rolling 3-year horizon

  • Structure: Australian Unit Trust

  • Liquidity: Monthly (with advance notice)

  • Asset Classes: Global equities (ETFs), sovereign bonds, REITs, structured income, FX overlays

  • Performance: >8.5% p.a. net since inception (Sep 2017)

  • Minimum Investment: AUD 100,000

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Apply To Become An Investor

If you have not yet applied to become an EBC Investor, you can apply online now and you will be able to complete your application in a few minutes.

A globally diversified investment portfolio focused on steady capital growth with controlled risk.

  • Strategy: Multi-Asset Balanced

  • Target Return: RBA cash rate + 5% p.a.

  • Investment Term: Rolling 3-year horizon

  • Structure: Australian Unit Trust

  • Liquidity: Monthly (with advance notice)

  • Asset Classes: Global equities (ETFs), sovereign bonds, REITs, structured income, FX overlays

  • Performance: >8.5% p.a. net since inception (Sep 2017)

  • Minimum Investment: AUD 100,000

WANT MORE INFORMATION?

Apply To Become An Investor

If you have not yet applied to become an EBC Investor, you can apply online now and you will be able to complete your application in a few minutes.

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