First Guardian Master Fund

The FG Master Fund is an investment product that consists of Multiple specialised funds from various investment managers, delivering the best possible returns within well-defined risk constraints. We blend investment managers with different, but complementary investment styles and strategies to provide consistent and reliable ongoing returns. Our main objective is to maximise investment returns by using a multi-style investment approach, well-diversified across various asset classes.

First Guardian Trade Finance Fund

The Fund will provide investors with an opportunity to access attractive returns from investing in secured trade finance transactions in Australia and select Asian markets.
The key objectives of the Fund are to provide Investors with a target return of 8 to 10% p.a, through access to a portfolio of investment opportunities secured against real assets.

First Guardian Emerging Companies Fund

First Guardian Capital applies a core-satellite strategy for the Fund, where it will invest into the shares of around 30 to 40 emerging companies (known as microcap securities) listed on the ASX. As part of the Funds investment strategy, it will also invest into exchange traded funds (ETFs) and from time to time participate in initial public offerings (IPOs). The term microcap refers to the stock of public companies that have a market capitalisation of below $500 million.


First Guardian Pan Asia Fund

Aims to produce consistent returns regardless of market conditions, with a strong emphasis on preservation of capital. The fund will seek to provide capital growth over the medium and long term by searching for quality mid and large capitalised securities listed on a range of Pan Asian and global markets.
Minimum investment of $10,000 with a recommended investment period of 5 years.
The portfolio consists of 40 to 70 securities listed on the following stock exchanges: China, India, Japan, Korea, Taiwan, Hong Kong, Singapore, Malaysia, Thailand, Indonesia, Australia and the U.S.A.

First Guardian Fintech Opportunities Fund

Based on seeking attractive returns from investing in business solutions within the emerging online digital and technology space.
Minimum investment of $10,000 with a recommended investment period of 3 to 5 years. Your initial investment must be held for a minimum of 36 months..
The Fund aims to provide Unit Holders, as equity Investors, with the potential for capital growth, through the profits achieved at exit, from holding a diversified portfolio of quality Financial Services technology (‘Fintech’) businesses, each with the attributes for commercial success.

First Guardian Gold and Precious Metals Fund

First Guardian applies an actively managed approach, where it will invest in a diversified portfolio of precious metals. The fund will aim to generate long-term returns of CPI plus 2% p.a.
The minimum investment is $10,000 with a recommended investment period of 1 to 3 years.
This class will invest in physical commodities only with the investment universe being comprised of Gold, Silver, Platinum and Cash.

First Guardian Global Income Fund

Aims to provide investors a consistent return based on providing investors with direct exposure to a portfolio of secured loans, and provide project, construction and property finance to clients identified by First Guardian.
The Fund will appeal to investors seeking a regular income stream and investors wanting to diversify their fixed interest investment exposure as the fund will aim to provide a consistent, 6% underwritten annual income return paid, quarterly.

Any Unit Holder (the "Complainant") may make a complaint about any aspect of the Trust by writing to the Responsible Entity at the registered office of the Responsible Entity. Indirect investors also have access to this complaints resolution policy. The Complainant must set out in the notice adequate details of the complaint and provide its name and contact details. If the complaint is not sufficiently described so as to prevent the complaint from being adequately investigated, the Responsible Entity must make reasonable enquiries to obtain full particulars of the complaint.