Fixed income
Treasury Income Note
Conservative
Short-duration fixed income exposure with scheduled income distributions.
- Target return
- +6.50% p.a.
- Duration
- 12 months
- Minimum
- $500.00
- Status
- open
Marketplace
Investment plans
Every plan lists its duration, risk level, minimum allocation and target return, with full terms and risk disclosure on the detail page.
Category
Risk level
Showing 6 of 6 plans
Digital assets
Digital Asset Index Allocation
High risk
A rules-based allocation to large-capitalisation digital assets.
- Target return
- Variable
- Duration
- 12 months
- Minimum
- $500.00
- Status
- open
Growth
Balanced Yield Strategy
Moderate
A blended strategy targeting steady total return from income and modest growth.
- Target return
- +9.25% p.a.
- Duration
- 18 months
- Minimum
- $750.00
- Status
- open
Diversified
Diversified Growth Portfolio
Balanced
A multi-asset portfolio balancing equity growth with income-generating assets.
- Target return
- +11.00% p.a.
- Duration
- 24 months
- Minimum
- $1,000.00
- Status
- open
Technology
Technology Innovation Strategy
Growth
Concentrated exposure to listed technology and software businesses.
- Target return
- +16.00% p.a.
- Duration
- 24 months
- Minimum
- $1,000.00
- Status
- open
Real estate
Urban Real Estate Fund
Moderate
Income-producing commercial and residential property in established urban markets.
- Target return
- +12.50% p.a.
- Duration
- 36 months
- Minimum
- $2,500.00
- Status
- open
Target returns are objectives, not guarantees. Investing involves risk, including possible loss of principal.