APEX ALFJR

Investments

Opportunities for Long-Term Wealth Creation

A preview of current opportunities. The full marketplace, including subscription, is available in your client portal after verification.

Open the full marketplaceRead the risk disclosure

Marketplace preview

Figures below are published by our investment team as targets or expectations. They are not promises, and past performance is not a guide to future results.

Diversified Income Portfolio

Open for subscription

Target 5–7% p.a.

Target / expected return — not a promise

Asset class
Fixed income and credit
Risk level
Conservative
Minimum investment
$10,000
Term
12 months, rolling
Liquidity
Quarterly redemption windows
Fees
Management fee applies; see the product documentation
View details

Real Asset Portfolio

Open for subscription

Target 8–11% p.a.

Target / expected return — not a promise

Asset class
Real assets and infrastructure
Risk level
Balanced
Minimum investment
$50,000
Term
36 months
Liquidity
Limited; secondary transfer subject to approval
Fees
Management and performance fees apply; see documentation
View details

Global Growth Portfolio

Closing soon

Expected 10–14% p.a. over the cycle

Target / expected return — not a promise

Asset class
Listed equities
Risk level
Growth
Minimum investment
$25,000
Term
Open-ended, 5 year horizon suggested
Liquidity
Monthly redemption windows
Fees
Management fee applies; see the product documentation
View details

Subscribing to an opportunity

1

Verify

Complete KYC/AML onboarding and suitability questions.

2

Select

Review the documentation for the opportunity you choose.

3

Subscribe

Submit your subscription and fund it from your portal.