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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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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July 3, 2014

Lifeplan NextGen – Investment Bond – Tax Paid Investment for Persons Who Have Exceeded their Super Contribution Limits

An investment in the bond offers access to a range of investment options (managed funds), which offer varying risk/return profiles. As well as a platform of investments, the Bond offers a range of tax features and flexible estate planning features. All distributions paid by the investment options are automatically reinvested and are not assessable in the bondholders annual income....
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June 8, 2014

Flinders Emerging Companies Trust – Aust. Equities Small Cap – Fundamentally Based, Long-Only, High Conviction

IIR has a high degree of conviction in the investment’s team to to generate alpha over the medium term and over a full economic cycle. The team is experienced, capable and has a collegiate, flat culture where there is a high degree of co-ownership and accountability of investment decisions....
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March 11, 2014

CBG Australian Equities Fund – Fund outperforms the ASX 200 index – Track Record Proven

The Manager has proven that they have the ability to pick stocks and sectors that outperform the benchmark index. Since inception in March 2006, the fund has generated an average rolling annual return of 8.5% to 30 June 2014, compared to the benchmark average rolling annual return of 6.6%....
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January 12, 2014

BT Group – High Growth Managed Fund Portfolio –

IIR views the portfolio as thoughtfully constructed with the investment team undertaking a comprehensive due diligence process on funds and managers before considering them for inclusion in the portfolio. Furthermore, the investment team remains in constant contact with the managers to monitor any changes or issues that may arise...
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January 4, 2014

CBG Australian Equities Fund – Fund outperforms the ASX 200 index – Track Record Proven

The Manager has proven that they have the ability to pick stocks and sectors that outperform the benchmark index. Since inception in March 2006, the fund has generated an average rolling annual return of 7.8% to 31 January 2014, compared to the benchmark average rolling annual return of 6.1%....
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November 24, 2013

Alpha Alternatives Fund – Portfolio of Goldmans Sachs Alternative Beta Funds

The Alpha Alternatives Fund (the Fund) is a fund of hedge funds issued and managed by Alpha Fund Managers Pty Ltd (the Manager), a boutique asset management company founded in 2007. The Fund invests in five Goldman Sachs Alternative Beta Funds....
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