Diversified Growth Management

Diversified Growth Management Pty Ltd (ACN 611 701 636)(manager) is a joint venture between Teaminvest Pty Ltd (ACN 133 389 910) and Theta Asset Management Ltd established to manage the Teaminvest Diversified Growth Fund. The manager is a corporate authorised representative (no. 1241105) of Theta Asset Management Ltd.

Teaminvest Diversified Growth Fund

Approach

50% Australian and international equities, 25% private equity and 25% high yield asset-backed corporate debt. Investors should note that these are targeted allocations and that actual investment allocations within the Fund will vary over time based on market opportunities.

Objective

To provide investors access to a diversified portfolio of growth investments including: Australian and international equities via the Conscious Investor® Fund; High yield asset-backed corporate debt via EM Commercial Finance; and Private equity via Teaminvest Private.

Fund Information

Request copy of IM

Benchmark

-

Minimum investment

20000

Who can invest

Wholesale investors

Distribution frequency

Half yearly, ending on 31 December and 30 June of each year

Investment horizon

-

Inception date

May 11, 2016

Status

Open to applications

APIR code

-

Investment Manager

Diversified Growth Management

Phone: (02) 9955 9540
Email: philiph@teaminvest.com.au

Unit Registry

Diversified Growth Management

Phone: (02) 9955 9540
Email: philiph@teaminvest.com.au