Multi-Asset Diversified Solutions

Our Multi-Asset Growth Fund provides globally diversified, liquid exposure designed for capital generation and steady growth. Targeted at investors seeking long-term returns with controlled risk, the fund is dynamically allocated across equities, bonds, REITs, alternatives, and hedging instruments.

Multi-Asset Diversified Solutions

Our Multi-Asset Growth Fund provides globally diversified, liquid exposure designed for capital generation and steady growth. Targeted at investors seeking long-term returns with controlled risk, the fund is dynamically allocated across equities, bonds, REITs, alternatives, and hedging instruments.

Investment Profile

  • Target Return: RBA cash rate + 5% p.a.
  • Risk Level: moderate risk
  • Volatility Cap: <15% over rolling 12 months
  • Currency Overlay: AUD hedge on defensive assets; dynamic FX strategy on growth assets

Investment Profile

  • Target Return: minimum 7% p.a. (net)

  • Term: maximum 18 months

  • Liquidity: monthly or fixed

  • Security: first and second ranking mortgage

Core Advantages

Portfolio advised by Innova Asset Management (external multi-asset CIO)

Strategy performance benchmarked to Morningstar Multi-Asset Peer Index

Consistent and inflation-adjusted capital growth

Diversified public market exposure and risk-aware asset allocation

Internal oversight by Kris Wang and Andrew Zhang, CFA

Predictable income with monthly distribution

Core Advantages

  • Real estate-backed downside protection
  • Rigorous and comprehensive due diligence
  • Risk-mitigated loan-to-value ratios (LVRs)
  • Fast credit approval and deployment cycle
  • Co-investment alignment and full transparency