Our Research

Unlisted Managed Investment

Unlisted Managed Investments – IIR provides research on unlisted managed investments across a range of asset classes for both retail and wholesale investors. Coverage includes an Initiation Report and annual reviews.

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May 16, 2016

Direct Money Personal Loan Fund – Exposure to Fixed Rate Unsecured Loans

The Fund allows investors to participate in the large and profitable consumer credit market that has previously been the exclusive territory of a few big banks. This is a sector that has traditionally charged high interest rates (and arguably above that required from a credit risk perspective), with average personal loan interest rates in the vicinity of 14%, and has been largely immune to changes in the interest rate environment over the years....
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March 31, 2016

CBG Australian Equities Fund – Australian Equities – ASX 200

The fund aims to outperform the S&P/ASX 200 Accumulation Index over a rolling five-year period (before fees and expenses) and seeks to generate capital growth with some income for unit holders...
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March 16, 2016

eQR SECURITIES Income Model Portfolio – Income Generating ASX-listed Stocks

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) has developed four model portfolios to assist financial planners in building and managing client equity portfolios....
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September 29, 2015

JOHCM Global Opportunities Fund – Long-Only, High Conviction, International Equities – Rigorous Investment Process

IIR has a high degree of conviction in the investment’s team ability to continue to generate alpha over the medium term and superior risk-adjusted returns over a full economic cycle. This is based on a range of factors...
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August 12, 2015

Australian Property Opportunities Fund I – Annual Yield of 6.8% – Managed by Fort Street Capital

This is an unlisted property fund that provides exposure to small-to-mid-value ($15-$50M) commercial property in east coast Australia. Since raising $160.7M in July 2013, the Fund has acquired six properties....
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August 12, 2015

Australian Property Opportunities Fund II – Annual Yield of 6% – Strong Asset Quality

The Fund targets the small-to-mid-value sub-segment, which is typically too small for institutional property funds. The Manager states it has a competitive advantage in this space, namely through committed and ready capital it has an ability to execute quickly and with certainty...
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March 30, 2015

Evans & Partners International Fund – Long only, Value Focused, High Conviction, Conservative Investment Approach

The Fund invests in a concentrated portfolio of international equities. The portfolio will comprise 10 to 15 stocks at any point in time. The Manager will seek to remain fully invested at all times with a maximum cash allocation limitation of 20% of the portfolio....
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December 23, 2014

DFS Dynamic Asset Allocation AlphaPlus Model Portfolios – Seeks to Achieve Stable Risk Profile with Pre-Set Risk Targets

There are five model portfolios available that cater to the differing levels of risk tolerance of investors - Conservative, Moderately Conservative, Balanced, Growth and High Growth. The investment strategy is based on the premise that dynamic management of the portfolios will generate superior returns to static asset allocation portfolios...
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December 6, 2014

DFS Dynamic Asset Allocation Indexed Model Portfolios – Active Management with Low Risk Profile

The Portfolios provide investors access to a dynamically managed portfolio of primarily low cost managed funds/ETFs that seeks to provide a more stable risk profile around the respective pre-set risk targets for each of the Portfolios....
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