We are a boutique, direct-to-investor fund manager, that focuses on performance and client service.

Mike Taylor
Founder, CEO & CIO

Fund Summary

Our Funds
Unit Price
Growth UK & Europe $1.16 Open
Growth 2 $1.30 Open
Cash Plus $1.06 Open
Global $1.38 Open
Dividend $2.22 Open
Emerging $2.85 Soft Closed
Growth $4.28 Soft Closed

Past performance is no guarantee of future returns. Performance as at 31 May 2017 is calculated after fees and before tax.


Slice of Pie - June 2017

A review of the latest fund performance, and a closer look at two of our recent holdings.


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