Explore Realm Funds

Our range of funds reflect our philosophy of an outward looking approach underpinned by core market intelligence gathering processes to deliver the highest quality returns for investors.

Realm Short Term Income Fund

Target Return

1.5-2.0% PA + RBA Cash

The Realm Short Term Income Fund (Fund) seeks to produce a return (net of fees) that exceeds the total return of the RBA Overnight Cash Rate by 1.5-2.0% p.a. over a rolling three-year period.

Realm High Income Fund
(Soft Closed)

Target Return

3.00% PA + RBA Cash

The Realm High Income Fund (Fund) targets an after fees total return of 3.00% over the RBA Cash rate through the market cycle, while seeking to preserve capital.

Realm Global High Income Fund

Target Return

2.5-3.5% PA + RBA Cash

The Realm Global High Income Fund targets a return of 2.5-3.5% p.a. over the RBA cash rate through the market cycle, while seeking to preserve capital.

Realm Strategic Income Fund

Target Return

4.75% PA + RBA Cash

The Realm Strategic Income Fund targets a return of 4.75% p.a. over the RBA cash rate. The Fund may suit investors seeking a high yield return with a moderate to high risk tolerance.