FUNDS

Our AFSL facilitates pooling funds and acquiring premium assets through managed investment schemes

We are proud to serve as the trustee and AFSL services provider for a diverse range of managed investment schemes, each with its unique investment strategy and objectives. These schemes offer investors various opportunities to achieve their financial goals while making a positive impact in various sectors. Here is a brief introduction to some of the funds for which we act as trustee:

Conscious Investment Management Impact Fund

The Fund prioritizes assets with financial returns while also delivering social and environmental benefits. Leveraging the Investment Manager’s expertise in this emerging finance sector, it continues its successful investment strategy.

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20-30 MOLLISON STREET ABBOTSFORD FUND

Through a fund-through development agreement, the Fund invested in the freehold commercial property at 20-30 Mollison Street, Abbotsford, Victoria. The strategy involves tenant acquisition and cost-effective rental yield enhancement.

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GURNERtm 189 KENT STREETSUND II HOLDINGS TRUST

The Trust’s investment strategy is to develop and build for sale, the freehold property at 189-197 Kent Street, Sydney.

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GURNERtm ST KILDA ROAD FUND I HOLDINGS TRUST

The Trust’s investment strategy is to develop and build for sale, the freehold property at 424-426 St Kilda Road, Melbourne.

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CONSCIOUS INVESTMENT MANAGEMENT SOCIAL HOUSING FUND 2

The Fund invests in social housing by providing debt financing to fund the acquisition of social and affordable housing.

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CORTINA CAPITAL AUSTRALIA FUND 1

The Fund invests primarily in the health and wellness sector in Australia and New Zealand to create value from exports and growth into countries in the Asia Pacific region.

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CIMIF YHI TRUST

A collaboration with Melbourne City Mission to fund shared accommodation for the Youth Housing Initiative. YHI aids homeless youth in transitioning to adulthood with housing, case management, and therapeutic support.

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606 ST KILDA ROAD FUND

The Fund has invested in the freehold commercial property at 606 St Kilda Road, Melbourne, Victoria. Its strategy involves tenant acquisition and cost-effective methods to enhance rental yield.

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541 ST KILDA ROAD FUND

he Fund acquired the freehold commercial property at 541 St Kilda Road, Melbourne, Victoria. Its strategy involves tenant acquisition and cost-effective methods to boost rental yield.

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HS CONSORTIUM INCOME FUND

The Fund’s investment objective is to provide a low to medium risk investment while seeking a target return higher than prevailing interest rates.

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HS CONSORTIUM DEVELOPMENT FUND – CASH TRUST

The Fund holds cash and deposits until development opportunities arise. Investors can opt to redeem their units in the Cast Trust and invest in a specific development project.

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CPIM VI FUND

The Fund acquires majority stakes in specialized logistics and courier firms serving the optical wholesale and dispensing sectors and aims to grow and optimize these businesses for higher returns.

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TIVERTON AGRICULTURE IMPACT FUND

The Fund’s focuses on portfolio of regenerative agriculture and food production assets while exploring value chain optimization. It emphasizes biodiversity, soil enrichment, bio-sequestration, water management, ecosystem services, and community resilience.

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WICKHAM PRIVATE DEVELOPMENT FUND

The Fund developed a modern integrated medical facility and hotel project in Brisbane’s prime medical precinct near the CBD. It comprises 5,000 sqm of medical space and an 81-room hotel.

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496 GLENFERRIE RD HAWTHORN DEVELOPMENT TRUST

The Trust developed five four-story townhouses, featuring a basement car park, internal lift, wine cellar, and rooftop gardens. Designed for affluent owner-occupiers near private schools.

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382-386 BURWOOD RD HAWTHORN DEVELOPMENT TRUST

The Trust developed an eight-story building with 21 spacious apartments at 382-386 Burwood Road, Hawthorn. It includes a ground-floor wine bar/café, secure basement parking, library, communal room, and private wine cellars.

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CORNER CAPITAL FUND I

The Fund’s strategy involves equity investments in lower middle-market firms, primarily in Australia and New Zealand. It supports organic growth, acquisitions, and facilitates shareholder and family business succession.

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HS CONSORTIUM SIGNIFICANT INVESTOR VISA SIV OFFERING

HS Consortium provides an investment Offering that packages an SIV Emerging Fund, a SIV Balancing Fund and a Venture Capital solution into a single Significant Investor Visa complying package.

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CONSCIOUS INVESTMENT MANAGEMENT SUMMER HOUSING SDA FUND

The Fund’s strategy aims to fund disability housing in underserviced design categories, filling gaps in financing to meet substantial unmet demand in this sector.

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SUCCESSION CAPPED INTEREST FUND

The Fund’s investment strategy is to partially finance equity interests in individual pharmacies or a group of pharmacies by making loans to pharmacy owners.

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VEUVE EDUCATION FUND

The Fund aims to invest in education and early learning center properties with long-term leases to quality operators. Active management will enhance their value and income growth potential.

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LGH INVESTMENT FUND #15

he Fund plans to construct a new building at 182-200 Clarendon Street, South Melbourne, Victoria, comprising 3 ground-floor retail spaces, 2 levels of premium offices, and 36 luxury residential apartments.

HENGYI SWANSTON CENTRAL FUND

The Fund developed a prominent residential development at 168 Victoria Street, Carlton, Victoria. The project included a 72-level residential tower and preserved ground-level heritage facade retail space.

600 CHURCH STREET FUND

The Fund invested in the freehold commercial property. The strategy is to source and secure tenants for the property and identify and implement cost effective ways to increase rental yield.

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1 GORDON STREET CREMORNE FUND

Through a fund-through development agreement, the Fund invested in the freehold commercial property. The strategy focuses on tenant acquisition and cost-effective rental yield enhancement.

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ROBNE CAPITAL SEQ FUND

A private equity fund which focuses on South East Queensland companies with $1-5 million EBITDA, prioritizing growth. It invests in three scenarios: entrepreneur support, buy-and-build, and succession, employing active sourcing.

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CONSCIOUS INVESTMENT MANAGEMENT SOCIAL HOUSING FUND 1

The Fund invests in social housing under the Victorian Government’s New Rental Development Program by providing debt financing to Housing First, a provider of social and affordable housing.

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WATERFIND WATERFUND

The Fund focuses on acquiring, holding, and leasing Water Assets to provide farmers (major water users in Australia) with affordable access to water, promoting sustainability and supporting agriculture

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AQUAMORE SECURED INCOME FUND

A contributory mortgage fund enabling investment in loans secured by real property mortgages which aims to deliver reliable income returns and a choice of mortgage-secured investment options.

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