The SIV-compliant Balancing Component Fund offers qualified investors a strategic opportunity to meet the Significant Investor Visa (SIV) program requirements while gaining exposure to a diversified range of assets that focus on capital preservation and enhanced yield. The Fund may invest in Australian-listed companies, A-REITs, infrastructure trusts, corporate bonds, convertible bonds, and deferred annuities, providing a robust portfolio of secure, income-generating assets. Additionally, it allows investments in real property, subject to restrictions on residential property exposure, ensuring compliance with SIV program guidelines.

With a well-defined investment strategy, the Fund aims to provide returns above traditional cash deposit rates, leveraging differentiated active management strategies. The investment team, with decades of expertise across various asset classes, focuses on minimizing risk while pursuing yields that exceed typical market returns. Compliance with the SIV program is maintained through strict fund structure requirements, including limits on cash holdings and derivatives, making this Fund an ideal choice for those seeking both growth and capital preservation under the SIV framework.

Investors should be aware that, like any investment, the Fund involves risks, and the value of investments may fluctuate. A thorough understanding of the specific risks associated with the Fund is essential before committing, as outlined in the relevant disclosure documents.

Before investing, investors should carefully consider these risks in light of their financial goals and risk tolerance.  

For more information or if you have any questions, please feel free to reach out via our contact form. 

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