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OUR RANGE OF INVESTMENT FUNDS

ALL FUNDS

INTERNATIONAL

AUSTRALIAN

ETHICAL & IMPACT

CORE FUNDS

An option of HEDGED or UNHEDGED portfolios of dynamic and growing companies undergoing positive change, within a robust ethical framework.

Axiom International
Ethical Funds

An International Fund targeting superior risk-adjusted returns through investing in high-quality and durable growing companies at reasonable prices.

Harding Loevner
International Fund

A portfolio of Australian businesses with transparent and resilient business models

Australian
Equities Fund

The largest International Ethical LIC on the ASX. Targeting fully franked dividends, paid quarterly.

Pengana International
Equities Limited (ASX: PIA)

SMALL CAP FUNDS

Specialists in a vast and growing investable universe

Global Small
Companies Fund

An Australian small caps fund with a 18+ year track record

Emerging Companies
Fund

SPECIALTY FUNDS

Access to the top-performing quartile of global private equity managers via Australia’s only listed portfolio of diversified global private market investments.

Pengana Private
Equity Trust (ASX: PE1)

Investing in industries of the future, solving sustainability challenges for the world

WHEB
Sustainable Impact Fund

A concentrated portfolio of ethically screened global companies

High Conviction
Equities Fund

Australia's only high conviction A-REIT fund with an ESG focus

High Conviction
Property Securities Fund

An Israeli equity fund investing in cutting edge technologies

Alpha Israel Fund
(Wholesale Only)

Access a highly diversified and professionally constructed portfolio of global private credit investments.

OUR FUNDS