INVEST IN AN UNLISTED UNIT TRUST THAT MINIMISES COSTS
Rivkin’s offering includes two unlisted managed funds structured as unit trusts. The unit trust structure of the managed funds provides the benefit of lower trading costs and a transparent view of the value of your investment through a single number (the unit price) that allows investors to easily track their investment value.
There are two options for those wanting to invest in a managed fund, the first, the Rivkin Australian Equity Fund, invests in predominantly Australian equities while the second, the Rivkin Global Equity Fund, invests predominantly in global developed market equities and specifically excludes Australian equities.
RETAIN FULL TRANSPARENCY OF INDIVIDUAL HOLDINGS
Rivkin’s offering also includes a managed account service where the client retains full ownership of the securities in the account. Compared to the managed funds, the managed account structure provides the benefit of full visibility over the account holdings as well as trades placed and the peace of mind of having the shares held in your own name. Managed account clients simply open an account in their name and appoint Rivkin as the manager of the investment strategy. You maintain 24/7 access to your account.
This fully managed solution is for large investors with A$3.5 million or more seeking exposure to one or many of our investment models. The two investment models we have available are an Australian Equities strategy that maintains exposure to predominantly Australian Equities and a Low Volatility strategy that is specifically designed to produce a steady return with the minimum possible fluctuations in account value.
Invest with Confidence
Let our investment team, with a combined 100 year investment experience, manage your assets
As an active manager, we seek to provide returns that match or beat comparable markets using less risk
We aim to retain robust account values to capitalise on strong future returns
Managed strategically, share prices can perform with far less volatility than the indices they occupy
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