Select a manager from the list below to view available funds.
Oreana Financial Services
View available funds
AFM PRISM Select
Fund
Investor Type
Minimum Investment
AFM Prism Select Test Fund
AFM Prism Select Test Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$25,000
AFM Prism Select Test Fund #2
AFM Prism Select Test Fund #2
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$25,000
AFM Prism Select Test Fund #3
AFM Prism Select Test Fund #3
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$25,000
AGP Investment Management Limited
Fund
Investor Type
Minimum Investment
WCM International Small Cap Growth Fund (Managed Fund)
WCM International Small Cap Growth Fund (Managed Fund)
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$10,000
WCM Quality Global Growth Fund (Managed Fund) Class A (Unhedged) Units
WCM Quality Global Growth Fund (Managed Fund) Class A (Unhedged) Units
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$10,000
WCM Quality Global Growth Fund (Managed Fund) Class B (Hedged) Units
WCM Quality Global Growth Fund (Managed Fund) Class B (Hedged) Units
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$10,000
Woodbridge Private Credit Fund
Woodbridge Private Credit Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$25,000
Allectus Management Pty Ltd
Fund
Investor Type
Minimum Investment
Allectus Fintech Fund I
Allectus Fintech Fund I
Min. Investment (new investors):
$1,000,000
Min. Investment (existing investors):
$0
Altor Capital
Fund
Investor Type
Minimum Investment
Altor Alpha Fund
Altor Alpha Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Altor AltFi Income Fund
Altor AltFi Income Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$0
Altor Emerging PIPE Fund
Altor Emerging PIPE Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$10,000
APSEC Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Atlantic Pacific Australian Equity Fund
Atlantic Pacific Australian Equity Fund
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$0
Aquasia Pty Ltd
Fund
Investor Type
Minimum Investment
Aquasia Enhanced Credit Fund
Aquasia Enhanced Credit Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$50,000
Argonaut Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Argonaut Natural Resources Fund
Argonaut Natural Resources Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Argyle Water Partners Pty Ltd
Fund
Investor Type
Minimum Investment
Argyle Water Access Fund
Argyle Water Access Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Atlas Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Atlas High Income Property Fund
Atlas High Income Property Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$2,000
Aura Group
Fund
Investor Type
Minimum Investment
Aura Amplify Master Trust
Aura Amplify Master Trust
Min. Investment (new investors):
$0
Min. Investment (existing investors):
$5,000
Aura High Yield SME Fund
Aura High Yield SME Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$1,000
Aura Multi Asset Fund
Aura Multi Asset Fund
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$250,000
Aura Term Deposit Fund
Aura Term Deposit Fund
Min. Investment (new investors):
$500,000
Min. Investment (existing investors):
$5,000
Montgomery Investment Management
Fund
Investor Type
Minimum Investment
Aura Core Income Fund
Aura Core Income Fund
Investor type:
Both retail and wholesale
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
Aura High Yield SME Fund
Aura High Yield SME Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$1,000
Australian Eagle Trust Long Short Fund
Australian Eagle Trust Long Short Fund
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$5,000
Montgomery Small Companies Fund
Montgomery Small Companies Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
Polen Capital Funds
Polen Capital Funds
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
The Montgomery Fund
The Montgomery Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$1,000
Aura Group
Fund
Investor Type
Minimum Investment
Aura Core Income Fund
Aura Core Income Fund
Investor type:
Both retail and wholesale
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
Aura High Yield SME Fund
Aura High Yield SME Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$1,000
Australian Secure Capital Fund Ltd
Fund
Investor Type
Minimum Investment
Australian Secure Capital Fund
Australian Secure Capital Fund
Min. Investment (new investors):
$5,000
Min. Investment (existing investors):
$5,000
Bateau Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Bateau Global Opportunities Fund (Retail)
Bateau Global Opportunities Fund (Retail)
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$10,000
Bateau Global Opportunities Fund (Wholesale)
Bateau Global Opportunities Fund (Wholesale)
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$100,000
Briars Funds Management Pty Limited
Fund
Investor Type
Minimum Investment
Briars Monthly Income Fund
Briars Monthly Income Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$0
Centennial Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
The Level 18 Fund
The Level 18 Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Charter Hall Property Securities Management Limited
Fund
Investor Type
Minimum Investment
Charter Hall Maxim Property Securities Fund (NZ Offer)
Charter Hall Maxim Property Securities Fund (NZ Offer)
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$1,000
Charter Hall Maxim Property Securities Fund (Retail)
Charter Hall Maxim Property Securities Fund (Retail)
Min. Investment (new investors):
$5,000
Min. Investment (existing investors):
$100
Charter Hall Maxim Property Securities Fund (Wholesale)
Charter Hall Maxim Property Securities Fund (Wholesale)
Min. Investment (new investors):
$5,000
Min. Investment (existing investors):
$100
Claremont Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Claremont Global Fund
Claremont Global Fund
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$1,000
Coaster Capital Pty Ltd
Fund
Investor Type
Minimum Investment
Coaster Multi-Strategy Fund
Coaster Multi-Strategy Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Collins St Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Collins St Value Fund
Collins St Value Fund
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$50,000
Cyan Investment Management
Fund
Investor Type
Minimum Investment
Cyan C3G Fund
Cyan C3G Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$1,000
DACM Australia Pty Ltd
Fund
Investor Type
Minimum Investment
DACM Global Digital Asset Fund
DACM Global Digital Asset Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$5,000
Datt Capital Pty Ltd
Fund
Investor Type
Minimum Investment
Datt Capital Absolute Return Fund
Datt Capital Absolute Return Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$100,000
Datt Capital Small Companies Fund
Datt Capital Small Companies Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$50,000
Digital Asset Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Digital Asset Fund
Digital Asset Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
DMX Asset Management Limited
Fund
Investor Type
Minimum Investment
DMX Australian Shares Fund
DMX Australian Shares Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
DS Capital Pty Ltd
Fund
Investor Type
Minimum Investment
DS Capital Growth Fund
DS Capital Growth Fund
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$5,000
Eley Griffiths Group Pty Ltd
Fund
Investor Type
Minimum Investment
Eley Griffiths Emerging Companies Fund
Eley Griffiths Emerging Companies Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$5,000
Eley Griffiths Small Companies Fund
Eley Griffiths Small Companies Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
Ellerston Capital Limited
Fund
Investor Type
Minimum Investment
Ellerston Global Mid Small Cap Fund - Class A
Ellerston Global Mid Small Cap Fund - Class A
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$10,000
Ellerston JAADE Australian Private Assets Fund (Retail)
Ellerston JAADE Australian Private Assets Fund (Retail)
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$10,000
Elvest Co Pty Ltd
Fund
Investor Type
Minimum Investment
The Elvest Fund
The Elvest Fund
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$10,000
Emit Capital Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Emit Capital Climate Finance Equity Fund
Emit Capital Climate Finance Equity Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$25,000
EQT Test Manager
Fund
Investor Type
Minimum Investment
EQT TMD Test Fund #1
EQT TMD Test Fund #1
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
EQT TMD Test Fund #2
EQT TMD Test Fund #2
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
EQT TMD Test Fund #3
EQT TMD Test Fund #3
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
Equitable Investors Pty Ltd
Fund
Investor Type
Minimum Investment
Equitable Investors Dragonfly Fund
Equitable Investors Dragonfly Fund
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$20,000
Euree Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Euree A-REIT Securities Fund
Euree A-REIT Securities Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$1,000
Euree Multi-Asset Balanced Fund
Euree Multi-Asset Balanced Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$1,000
Euree Multi-Asset Growth Fund
Euree Multi-Asset Growth Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$1,000
Federation Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Federation Alternative Investments II - Retail
Federation Alternative Investments II - Retail
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$5,000
Federation Alternative Investments II - Wholesale
Federation Alternative Investments II - Wholesale
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Forager Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Forager International Shares Fund
Forager International Shares Fund
Investor type:
Both retail and wholesale
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$1,000
Glenmore Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Glenmore Australian Equities Fund
Glenmore Australian Equities Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$20,000
GPS Investment Fund Limited
Fund
Investor Type
Minimum Investment
GPS Invest Pooled Fund
GPS Invest Pooled Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$10,000
GPS Invest Select Fund
GPS Invest Select Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$10,000
Gyrostat Capital Management Advisers Pty Ltd
Fund
Investor Type
Minimum Investment
Gyrostat Risk Managed Equity Fund (Class A, B & C)
Gyrostat Risk Managed Equity Fund (Class A, B & C)
Min. Investment (new investors):
$5,000
Min. Investment (existing investors):
$5,000
Gyrostat Risk Managed Global Equity Class (Class E)
Gyrostat Risk Managed Global Equity Class (Class E)
Min. Investment (new investors):
$5,000
Min. Investment (existing investors):
$5,000
Gyrostat Risk Managed Hong Kong Equity Class (Class D)
Gyrostat Risk Managed Hong Kong Equity Class (Class D)
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$50,000
Haben Property Fund Ltd
Fund
Investor Type
Minimum Investment
Haben Cairns Trust
Haben Cairns Trust
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$100,000
Hayborough Investment Partners Pty Ltd
Fund
Investor Type
Minimum Investment
Hayborough Opportunities Fund
Hayborough Opportunities Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$25,000
Insync Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Insync Global Capital Aware Fund
Insync Global Capital Aware Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$1,000
Insync Global Quality Equity Fund
Insync Global Quality Equity Fund
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$1,000
Katana Asset Management Ltd
Fund
Investor Type
Minimum Investment
Katana Australian Equity Fund
Katana Australian Equity Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$100
Landen Funds Management Pty Ltd
Fund
Investor Type
Minimum Investment
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$10,000
Laureola Advisors Inc
Fund
Investor Type
Minimum Investment
Laureola Australia Feeder Fund
Laureola Australia Feeder Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$25,000
Loftus Peak Pty Limited
Fund
Investor Type
Minimum Investment
Loftus Peak Global Disruption Fund
Loftus Peak Global Disruption Fund
Min. Investment (new investors):
$5,000
Min. Investment (existing investors):
$0
Longyard Capital Pty Ltd
Fund
Investor Type
Minimum Investment
Longyard Capital
Longyard Capital
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$0
Longyard Capital Mezzanine Fund
Longyard Capital Mezzanine Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Maven Funds Management
Fund
Investor Type
Minimum Investment
Maven Smaller Companies Fund
Maven Smaller Companies Fund
Min. Investment (new investors):
$150,000
Min. Investment (existing investors):
$1,000
Montaka Global Pty Ltd
Fund
Investor Type
Minimum Investment
Montaka Global Long Only Fund
Montaka Global Long Only Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$5,000
MSI Funds Management Limited
MoneySpot Investment Fund (Class A & B)
MoneySpot Investment Fund (Class A & B)
MoneySpot Investment Fund (Wholesale)
MoneySpot Investment Fund (Wholesale)
Newlink Capital Pty Ltd
Fund
Investor Type
Minimum Investment
Newlink Credit Fund
Newlink Credit Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Oreana Financial Services
Fund
Investor Type
Minimum Investment
OAM Select Income Fund
OAM Select Income Fund
Min. Investment (new investors):
$0
Min. Investment (existing investors):
$0
Palisade Investment Partners Limited
Fund
Investor Type
Minimum Investment
Palisade's Feeder Infrastructure Trust
Palisade's Feeder Infrastructure Trust
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Palisade's Unlisted Infrastructure Trust
Palisade's Unlisted Infrastructure Trust
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Premium Asia Funds Management
Fund
Investor Type
Minimum Investment
Premium Asia Fund
Premium Asia Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$10,000
Premium Asia Income Fund
Premium Asia Income Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$10,000
Premium China Fund
Premium China Fund
Min. Investment (new investors):
$25,000
Min. Investment (existing investors):
$10,000
Pure Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
PURE Resources Fund - Foundation Class
PURE Resources Fund - Foundation Class
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$50,000
The Pure Income and Growth Fund
The Pure Income and Growth Fund
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$50,000
QVG Capital Pty Ltd
Fund
Investor Type
Minimum Investment
QVG Long Short Fund
QVG Long Short Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$25,000
ResiFund
Fund
Investor Type
Minimum Investment
Australian Residential Property Fund
Australian Residential Property Fund
Min. Investment (new investors):
$1,000
Min. Investment (existing investors):
$100
Riparian Capital Partners Pty Ltd
Fund
Investor Type
Minimum Investment
Riparian Water Wholesale Feeder Fund
Riparian Water Wholesale Feeder Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$10,000
Rixon Capital Pty Ltd
Fund
Investor Type
Minimum Investment
Rixon Income Fund
Rixon Income Fund
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$50,000
Skyring Asset Management Limited
Fund
Investor Type
Minimum Investment
Skyring Assisted Living Accommodation Fund
Skyring Assisted Living Accommodation Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Skyring Fixed Income Fund
Skyring Fixed Income Fund
Investor type:
Both retail and wholesale
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$5,000
Skyring Platinum Fixed Income Fund
Skyring Platinum Fixed Income Fund
Investor type:
Both retail and wholesale
Min. Investment (new investors):
$10,000
Min. Investment (existing investors):
$5,000
Spire Capital Ltd
Fund
Investor Type
Minimum Investment
Spire CIBUS II Fund (AUD)
Spire CIBUS II Fund (AUD)
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Spire CIBUS II Fund (USD)
Spire CIBUS II Fund (USD)
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$50,000
Spire Knightsbridge VC Secondaries Fund III (AUD) First Close Hedged
Spire Knightsbridge VC Secondaries Fund III (AUD) First Close Hedged
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Spire Multifamily Growth and Income Fund Founders (AUD) Hedged
Spire Multifamily Growth and Income Fund Founders (AUD) Hedged
Min. Investment (new investors):
$20,000
Min. Investment (existing investors):
$5,000
Spire Multifamily Value Fund II (USD)
Spire Multifamily Value Fund II (USD)
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$50,000
Spire Oaktree Opportunities Fund XII (AUD) Hedged
Spire Oaktree Opportunities Fund XII (AUD) Hedged
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Spire Oaktree Opportunities Fund XII (USD)
Spire Oaktree Opportunities Fund XII (USD)
Min. Investment (new investors):
$250,000
Min. Investment (existing investors):
$50,000
Spire Oaktree Special Opportunities Fund (AUD) Hedged
Spire Oaktree Special Opportunities Fund (AUD) Hedged
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Spire Oaktree Special Opportunities Fund (USD)
Spire Oaktree Special Opportunities Fund (USD)
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$50,000
Surrey Asset Management Pty Ltd
Fund
Investor Type
Minimum Investment
Surrey Australian Equities Fund
Surrey Australian Equities Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$25,000
Terra Capital Holdings Pty Ltd
Fund
Investor Type
Minimum Investment
Terra Capital Green Metals Fund
Terra Capital Green Metals Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$10,000
Terra Capital Natural Resources Fund
Terra Capital Natural Resources Fund
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$10,000
Vantage Asset Management Pty Limited
Fund
Investor Type
Minimum Investment
Vantage Private Equity Growth 5
Vantage Private Equity Growth 5
Min. Investment (new investors):
$100,000
Min. Investment (existing investors):
$10,000
Vision Invest Pty Ltd
Fund
Investor Type
Minimum Investment
Vision Income Fund - Change of Distribution
Vision Income Fund - Change of Distribution
Min. Investment (new investors):
$0
Min. Investment (existing investors):
$0
Vision Income Fund - Ordinary Class Units
Vision Income Fund - Ordinary Class Units
Min. Investment (new investors):
$1,000
Min. Investment (existing investors):
$250
Wealthpool Group
Fund
Investor Type
Minimum Investment
Wealthpool Group
Wealthpool Group
Min. Investment (new investors):
$50,000
Min. Investment (existing investors):
$50,000
