Investment options

CBG Australian Equities Fund
The CBG Australian Equities Fund is available to retail investors with a financial adviser. If you don’t have an adviser, click here to let us help you find one.

Monthly Report

Product Disclosure Statement

Reference Guide


CBG Australian Equities Fund (Wholesale)
This fund is available to investors who meet the Corporations Act definition of a wholesale investor.
Please contact us at for further information.

Information Memorandum

CBG Capital
CBG Capital is our listed investment company, with ASX code CBC.?The portfolio is managed in essentially the same way as the CBG Australian Equities Fund, but with shares in the company able to be bought and sold on the ASX.?This product may be of particular interest for investors with a focus on dividends, given the advantages of a listed investment company structure for the management of dividends.?For further information please visit the dedicated website at:?