Tyche Value Growth Fund
KEY FUND FEATURES AND TERMS:
Investment target:
ASX 200 Equities and Investment Grade Bonds.
Investment strategy: Tyche combines a top down macro process with bottom up security selection to add value over the medium term. When considering shares, Tyche may typically consider the risk of capital loss, business models, profitability trends, quality of management, and the relative predictability of future cashflows. When assessing investment grade corporate debt, Tyche will focus primarily on both the ability and willingness to repay.
Risk Management:
If shares look unattractive, Tyche will redeploy capital into bonds or cash until such time as it is considered appropriate to reinvest in riskier assets.
Investment Period:
3 to 5 years, flexible terms.
Benchmark performance:
The ASX 200 Index has returned +7.36% p.a. over the last 5 years*, including dividends. Australian investment grade corporate bonds have returned 7.61% p.a. over those same 5 years*.
Tyche Emerging Equity Fund
KEY FUND FEATURES AND TERMS:
Investment target: Emerging Companies.
Investment strategy: The Fund will seek businesses with sustainable competitive advantage(s) and industries with underlying dynamics wherein above market earnings growth is expected over the medium to long term.
Risk Management: Through a combination of Fundamental and Technical research, supported by a disciplined ‘Entry & Exit’ strategy, the fund is expected to produce returns in excess of its benchmark, net of fees.
Investment Period:
3 to 5 years, flexible terms.
Benchmark performance: The ASX Small Ordinaries Index has returned +4.33% on average in the last 3 years*, including dividends.
Tyche Australian Equity Fund
KEY FUND FEATURES AND TERMS:
Investment target: The Fund invest in companies, A-REITs, infrastructure trusts including their ordinary equity, preferred equity, convertible bonds or corporate issued floating rate notes listed on an Australian securities exchange.
Investment strategy:Tyche combines a top down macro process with bottom up security selection to add value over the medium term.
Risk Management: If shares look unattractive, Tyche will redeploy capital into bonds or cash until such time as it is considered appropriate to reinvest in riskier assets.
Investment Period:
3 to 5 years, flexible terms.
Benchmark performance: Australian listed equity has averaged 7.05% p.a. over the last 5 years*, including dividends.
Tyche Premium Property Fund
KEY FUND FEATURES AND TERMS:
Investment target: The Fund may invest into Australian residential, industrial and commercial real estate; The Fund is able to offer investors both property development and management opportunities. Scope to create additional sub funds for bespoke projects, and to seek additional dedicated funding.
Investment features:
Australia has very positive investment drivers for real estate: a strong economy, positive population growth and large foreign capital inflows.
Tyche advantage:
Constructed to provide capital security within a conservative investment framework which meets the Australian Department of Immigration’s complying investment requirements; Established specifically for the SIV program.
Investment Period:
3 to 5 years.
Property Market:
Australian house prices have done well in recent years, particularly in Sydney. The IMF considers this the result of inadequate construction in the 2000s, which has led to a current housing shortage in Australia (IMF Country Report No. 15/275)
Tyche Venture Capital Fund
KEY FUND FEATURES AND TERMS:
Investment target: The Fund will seek to invest in Australian based private companies with high growth potential and scalable businesses with competitive advantage(s) on a national or global level.
Investment features:
Target sectors include information technology, healthcare, education and agribusiness.
Risk Management:
Diversification across a range of investments and industries, the focus on early expansion opportunities rather than seed and start up opportunities, and combination of lead-investment and co-investment.
Tyche advantage:
Management with proven track records, and Tyche Asset Management is an AVCAL VC member.
Investment Period:
4 to 5 years.
Industry performance:
The PE asset class is a dominant contributor to long-term superannuation returns. Selecting the top 50% of Australian PE managers, for example, can generate a 10 year return that is 10.3% higher than the best performing super fund (growth option).