Why partner with us?

Simple…

  • You can build your own custom managed fund or invest in our already-established, market-leading fund, which has been carefully created for the savvy investor.

  • Complete asset customisation and control - We source local and global investment assets that suit investor needs and wants, whilst inspiring them to use their money as a force for good.

  • From conception to market in weeks, not months - We build wholesale and retail managed funds faster than anyone else in the Australian market and hang our hat on our nimble approach to product development. We also offer a range of additional services to bring your fund to market (see below!)

  • We’re low-cost, offering incredible investor value-for-money and capital guarantee return capability - Our fees may be up to half the cost of traditional investment fund products.

  • White-labelling for a competitive edge - Our wholesale products can be white-labelled for quick market-entry. We take care of all the back-office operations and portfolio management.

  • Access to high-impact investments providing capital to underrepresented groups – We’re experts at sourcing venture capital and social infrastructure assets.

  • We genuinely care about our clients and their financial outcomes – We search the market until we find an exact solution to meet investor needs and wants. We can even assist with product distribution, marketing and brand activation.

  • Ability to build the social impact portfolios – We do this by applying positive and negative screens, reducing portfolio exposure to controversial areas and incorporating SDGs, etc.

 What we can build

 

Ready to launch your fund? We can help!

Haven offers a range of additional services to assist with the branding and marketing of your bespoke fund, as well as the sourcing and procurement of necessary services providers.

This end-to-end service provides everything you need to build, launch and market your managed fund with confidence. Here’s how we can help!

  • Trustee/Responsible Entity
    We can source the best Trustee/Responsible Entity partner to keep your fund compliant.

  • Administration
    We can source and appoint an Administrator to help manage back-office duties.

  • Custody/Registry
    We can source and appoint a Custodian and Registry, essential for the oversight of acquisition, holding and disposal of assets.

  • Professional Indemnity Insurance
    PI cover is a non-negotiable element to every managed fund. We can help you acquire an appropriate level of cover.

  • Marketing and Website Design
    Our website and marketing professionals will ensure your fund’s branding and visual identity is compelling to your target market.

  • Project Management
    We will act as your personal Project Manager, connecting all these components to bring your fund to life, and to market!

  • Our vision

    Our vision is to be the world’s most easy-to-use and innovative portfolio construction and management organisation delivering purpose-led investment solutions that balance profit with global progress.

Item 1 of 3

Want to learn more?