Investment Strategy

Multi-Asset Diversified

Diversified exposure across global equities, fixed income and multi-asset ETFs, designed to deliver balanced growth and consistent risk-adjusted returns.

Target Return

BBSW + 4%*

Structure

Unit Trust

Distributions

Monthly / Quarterly

Strategy Overview

Our Multi-Asset Diversified strategy is designed for sophisticated investors seeking superior risk-adjusted returns. We employ a rigorous due diligence process, focusing on asset quality, sponsor capability, and exit viability.

By leveraging our deep industry relationships and local market expertise, we originate off-market opportunities that are typically inaccessible to individual investors.

High Liquidity
Lower Volatility
Quarterly Rebalancing
Global Diversification

Global Diversification

Access to both Australian private markets and global liquid investments, providing geographic diversification and currency exposure management.

Investor Documents

Access the Information Memorandum (IM) and latest performance reports via our Investor Centre.

Important Information *Target returns are not guaranteed. Past performance is not indicative of future performance. This information is general in nature and does not constitute financial advice. Investors should read the Information Memorandum and seek independent advice before investing. EBC Asset Management Pty Ltd AFSL 123456.