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Avestix is providing exciting opportunities for Wholesale, Sophisticated, Experienced and Professional Investors who seek to diversify their existing portfolios and provide some resilience in the current investment market. The economy is changing, and Avestix intends to expand its portfolio of Managed Funds to take advantage of innovative investment opportunities, like those available here.
The Avestix Growth Fund is an investment opportunity for Wholesale Investors who would like to diversify their existing portfolio and provide some resilience in current market conditions. The Fund has a long-term global equity strategy which aims to combine capital growth in the total value of its fund and uses robust risk assessments and weightings established in-house.
The Avestix Equity Fund will be one of the initial fractional property ownerships platforms in Australia to provide all investors with the opportunity to generate regular yields from a diversified investment model across property type, rental yield and capital growth, lowering risk for the investor and enhancing potential returns.
Avestix past performance*, from which the Avestix Growth Fund’s principles and investment strategy are derived.
| 30 Jul 2018 | 30 Jul 2019 | 30 Jul 2020 | |
|---|---|---|---|
| Avestix Capital Growth | 13.8% | 51.9% | 63.0% |
| Total Return | 14.8% | 54.1% | 67.7% |
| SP500 Benchmark | 11.5% | 32.5% | 44.10% |
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Copyright © 2020 Avestix Pty Ltd. All Rights Reserved.
Copyright © 2021 Avestix Pty Ltd. All Rights Reserved.
This Fund is open for Wholesale and Experienced Investors only:
Where Avestix is satisfied on reasonable grounds that the person to whom the offer is being made has previous experience in investing in similar investments that allows them to assess:
Avestix has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.
The person or entity invests $500,000 or more; or
A qualified accountant certifies a person or entity has:
A person or entity who is:
Tell us about your interest in investments and wealth creation here
PER ANNUM
Monthly Distribution
FUND
Initial Offering
MINIMUM
Investment
The Avestix Impact Property Fund Project Outcomes ESG Assessment Framework provides comprehensive criteria for Environmental, Social and Governance outcomes for property projects.
The Avestix Impact Property Fund (the Fund) is a pooled mortgage fund designed to encourage systematic change in property development while helping meet continued market demand and the increasing need for positive social and environmental outcomes. The Fund will extend Loans for the purposes of impact investing related to property acquisition, refinancing, development, construction, rejuvenation and environmental projects, and any other appropriate activities in order to maximise meaningful impact across environmental and social outcomes, including financial and non-financial returns.
Investors will share in a proportional amount of the risk and profit from all the Fund’s Loans, rather than any one particular Loan. It would be difficult for most individual Investors to match the opportunity of diversification and potential impact the Fund presents when investing on their own. Exciting opportunities for investment include affordable, social, and NDIS housing, and developments with sustainable energy features.
Avestix is pleased to have identified a continuous pipeline of developments for impact investment.
This Fund is open for Wholesale and Experienced Investors only:
Where Avestix is satisfied on reasonable grounds that the person to whom the offer is being made has previous experience in investing in similar investments that allows them to assess:
Avestix has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.
The person or entity invests $500,000 or more; or
A qualified accountant certifies a person or entity has:
A person or entity who is:
Tell us about your interest in investments and wealth creation here
This Fund is open for Wholesale and Experienced Investors only:
Where Avestix is satisfied on reasonable grounds that the person to whom the offer is being made has previous experience in investing in similar investments that allows them to assess:
Avestix has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.
The person or entity invests $500,000 or more; or
A qualified accountant certifies a person or entity has:
A person or entity who is:
Tell us about your interest in investments and wealth creation here
PER ANNUM
Monthly Distribution
FUND
Initial Offering
MINIMUM
Investment
1%
The Avestix Social Impact Foundation will receive 1% from the Capital Raising Fee as a donation for social impact projects.
Servicing healthcare needs for vulnerable members of our community is a sector poised for exponential growth, and the Avestix Healthcare Logistics Fund has been established to support service innovators and providers changing the way healthcare services are delivered.
This Fund provides the investor the opportunity to invest in the future of healthcare services in Australia by accessing to a rental model business that offers known rental return, giving monthly distributions and long-term confidence in both income and future value of the Fund’s assets.
This Fund is open for Wholesale and Experienced Investors only:
Where Avestix is satisfied on reasonable grounds that the person to whom the offer is being made has previous experience in investing in similar investments that allows them to assess:
Avestix has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.
The person or entity invests $500,000 or more; or
A qualified accountant certifies a person or entity has:
A person or entity who is:
Tell us about your interest in investments and wealth creation here
This Fund is open for Wholesale and Experienced Investors only:
Where Avestix is satisfied on reasonable grounds that the person to whom the offer is being made has previous experience in investing in similar investments that allows them to assess:
Avestix has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.
The person or entity invests $500,000 or more; or
A qualified accountant certifies a person or entity has:
A person or entity who is:
Tell us about your interest in investments and wealth creation here
TARGET RETURN
Per Annum
FUND
Initial Offering
MINIMUM
Investment
1%
The Avestix Social Impact Foundation will receive 1% from the Capital Raising Fee as a donation for social impact projects.
The Avestix Growth Fund is aimed at portfolio diversification and minimising capital risks in volatile market conditions. The investment objective of the Fund is to target capital growth and accumulated dividends over the long term. Using strict valuation criteria, the Fund will invest in a range of high performing companies within industry sectors such as Financial Services, Software, Technology, Consumer Goods, Insurance, Banks, and Real Estate across a balance of global markets, including Europe, Scandinavia, Australia, New Zealand and North America.
This Fund is open for Wholesale and Experienced Investors only:
Where Avestix is satisfied on reasonable grounds that the person to whom the offer is being made has previous experience in investing in similar investments that allows them to assess:
Avestix has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.
The person or entity invests $500,000 or more; or
A qualified accountant certifies a person or entity has:
A person or entity who is:
Tell us about your interest in investments and wealth creation here