Managed by one of Australia’s top performing fund managers. Direct HIN ownership, flat 1.5% fee, and zero performance fees. This is wealth management evolved.
Structure
Direct HIN
Management Fee
1.5% Flat
Performance Fee
0%
Investment
Managed
You own the securities directly in your name (HIN). No pooled unit trusts, just complete transparency and control.
Your portfolio is actively managed by an institutional investment committee with decades of high-performance experience.
One flat fee of 1.5% p.a. No performance fees. No establishment fees. No platform markups. Just pure alignment.
See the latest holdings, performance, and research drivers.