Education Insights
View All Insights WAM Leaders Key Details Profile date: December 2024 Fund: WAM Leaders (ASX: WLE) Manager: Wilson Asset Management Investment Type: Listed Investment Company Asset Class: Australian equities. Investment Strategy: WLE invests in Australian large cap equities with a stated aim to deliver a stream of fully franked dividends, …
GDI Property Group Key Details Profile date: November 2024 Manager: GDI Property Group Fund: GDI Property Group (ASX: GDI) Investment Type: Listed Real Estate Investment Trust (A-REIT) Asset Class: Commercial Office Property Investment Strategy: GDI Property Group is an ASX listed REIT focused on Australian office …
Tea Tree Opportunity Trust Key Details Profile date: October 2024 Manager: Scentre Group/Barrenjoey Fund: Tea Tree Opportunity Trust Fund Type: Single asset property syndicate Asset Class: Commercial Real Estate Investment Strategy: The syndicate will own Tea Tree Plaza for an initial period of 5 years. Affluence …
MA Financial Group – Key Details Profile date: September 2024 Manager: MA Financial Group Fund: MA Secured Loan Series Fund Type: Wholesale Unlisted Fund Asset Class: Commercial Real Estate Debt. Investment Strategy: The Fund lends to highly qualified borrowers and real estate transactions for the purpose …
Altor Credit Partners – Key Details Profile date: August 2024 Manager: Altor Credit Partners Fund: AltFi Income Fund Fund Type: Wholesale Unlisted Fund Asset Class: Private Lending Investment Strategy: The Fund currently provides private loans to 9 borrowers across a range of sectors. The loans often …