Managed
Funds

Managed Funds

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.

Avestix Growth Fund

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.

Avestix Impact
Property Fund

The Avestix Impact Property Fund will provide Wholesale and Experienced Investors with the opportunity to access regular yields from property development diversification, while also meeting the increasing need for positive social and environmental outcomes through impact investment.

Upcoming Funds

Avestix Equity Fund

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.

Let us understand your investment needs

Be part of the digital future

if you’re an innovator looking to transform global markets through digital technologies and market disruption, join our innovation hub, Avestix Lab.

Avestix Impact Property Fund

This Fund is open for Wholesale and Experienced Investors only:

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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:

  • The merits of the offer.
  • The value of the underlying security.
  • The risks involved in accepting the offer.
  • Their own information needs.
  • The adequacy of the information given by the person making the offer.

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:

  • Aggregated net assets of $2.5million; or
  • Aggregated gross income for each of the last two financial years of at least $250,000 a year.

A person or entity who is:

  • An Australian financial services licensee;
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A listed entity; or
  • Controlling at least $10million gross assets.

Tell us about your interest in investments and wealth creation here

5-8%

PER ANNUM
Monthly Distribution

$100M

FUND
Initial Offering

$50K

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:

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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:

  • The merits of the offer.
  • The value of the underlying security.
  • The risks involved in accepting the offer.
  • Their own information needs.
  • The adequacy of the information given by the person making the offer.

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:

  • Aggregated net assets of $2.5million; or
  • Aggregated gross income for each of the last two financial years of at least $250,000 a year.

A person or entity who is:

  • An Australian financial services licensee;
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A listed entity; or
  • Controlling at least $10million gross assets.

Tell us about your interest in investments and wealth creation here

Avestix Health Care Logistics Fund

This Fund is open for Wholesale and Experienced Investors only:

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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:

  • The merits of the offer.
  • The value of the underlying security.
  • The risks involved in accepting the offer.
  • Their own information needs.
  • The adequacy of the information given by the person making the offer.

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:

  • Aggregated net assets of $2.5million; or
  • Aggregated gross income for each of the last two financial years of at least $250,000 a year.

A person or entity who is:

  • An Australian financial services licensee;
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A listed entity; or
  • Controlling at least $10million gross assets.

Tell us about your interest in investments and wealth creation here

10%

PER ANNUM
Monthly Distribution

$5.5M

FUND
Initial Offering

$50K

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:

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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:

  • The merits of the offer.
  • The value of the underlying security.
  • The risks involved in accepting the offer.
  • Their own information needs.
  • The adequacy of the information given by the person making the offer.

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:

  • Aggregated net assets of $2.5million; or
  • Aggregated gross income for each of the last two financial years of at least $250,000 a year.

A person or entity who is:

  • An Australian financial services licensee;
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A listed entity; or
  • Controlling at least $10million gross assets.

Tell us about your interest in investments and wealth creation here

Avestix Growth Fund

This Fund is open for Wholesale and Experienced Investors only:

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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:

  • The merits of the offer.
  • The value of the underlying security.
  • The risks involved in accepting the offer.
  • Their own information needs.
  • The adequacy of the information given by the person making the offer.

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:

  • Aggregated net assets of $2.5million; or
  • Aggregated gross income for each of the last two financial years of at least $250,000 a year.

A person or entity who is:

  • An Australian financial services licensee;
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A listed entity; or
  • Controlling at least $10million gross assets.

Tell us about your interest in investments and wealth creation here

10%

TARGET RETURN
Per Annum

$10M

FUND
Initial Offering

$50K

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:

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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:

  • The merits of the offer.
  • The value of the underlying security.
  • The risks involved in accepting the offer.
  • Their own information needs.
  • The adequacy of the information given by the person making the offer.

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:

  • Aggregated net assets of $2.5million; or
  • Aggregated gross income for each of the last two financial years of at least $250,000 a year.

A person or entity who is:

  • An Australian financial services licensee;
  • A body regulated by APRA outside of superannuation;
  • A body registered under the Financial Corporations Act 1974;
  • Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
  • A listed entity; or
  • Controlling at least $10million gross assets.

Tell us about your interest in investments and wealth creation here