Investment Funds

Gleneagle High Yield Fixed Interest Income Trust

Gleneagle High Yield Fixed Interest Income Trust invests in a well-diversified portfolio of credit fixed income securities and cash. The Trust aims to provide investors a high level of income, greater that than received by investing in Term Deposits, by targeting an absolute return of 5% P.a., after fees.

Lance Rosenberg

Lance Rosenberg

Fund Manager

With a career spanning over 30 years in financial markets including broker dealing, investment management and investment banking. Lance and his team of investment managers oversee the high yield cash management trust which provides retail and wholesale investors an opportunity to receive stable high yield income from a diversified global bond portfolio.

View Bio

One Year Performance

0.83%

Performance Since Inception

0.83%

Annualized Return

5%

GT Momentum Portfolio Fund

The GT Momentum Portfolio is multi-strategy fund that aims to produce above market returns throughout the economic cycle. The primary focus of the portfolio is to invest according to the key principles of price momentum, developing and supporting global thematics, valuation metrics and risk management.

Gregory Tolpigin

Gregory Tolpigin

Fund Manager

Gregory Tolpigin has enjoyed a career spanning 25 years in financial markets as a high level strategist and Proprietary Trader for major investment banks such as Citigroup, Bankers Trust and Macquarie Bank.

View Bio

One Year Performance

TBA

Performance Since Inception

TBA

Yearly Average

TBA

Absolute Return Fund

The Absolute Return portfolio is a Multi-Strategy Approach, designed to take multiple differing ideas and exposures that seek capital gains while reducing correlation to major benchmarks. As a result of its goals, the fund may have an elevated risk profile when compared to ordinary Equity investments.

Alex Webster

Alex Webster

Fund Manager

Alex has worked in the Australian financial markets since 2005, as a SEATS Operator, Institutional Sales Trader, Interbank Options broker, a Proprietary Trader working on Gleneagle’s Index Correlation.

View Bio

1 Year Rolling Return

8.67%

2 Year Rolling Return

7.53%

Performance Since Inception

18.32%

Global Opportunities Fund

The Global Opportunities Portfolio aims to produce consistent returns by investing in a diverse range of capital and income opportunities in globally listed Equities, Currencies, Commodities and Derivatives, whilst simultaneously managing downside risk exposures.

Billy Macris

Billy Macris

Fund Manager

Billy Macris is an experienced financial market professional with more than 25 years’ experience trading global markets. His experience spans the inter-bank foreign exchange market, the hedge fund industry.

View Bio

One Year Performance

TBA

Performance Since Inception

TBA

Yearly Average

TBA