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Wholesale Funds

Wholesale (Sophisticated) investors in Australia are defined by the Corporations Act and required to meet certain income or asset thresholds to obtain a Sophisticated Investor Certificate.

Our current offerings:

Institutional Funds

To discuss your interest in our institutional offerings, please get in touch with our Investor Relations team by emailing Investors@tribecaip.com.au

Our current offerings:

Retail Funds

Fund information for retail investors including PDS and application forms can be accessed by clicking on the links below, redirecting to our retail distribution partner Grant Samuel Funds Management’s website:

Australian Smaller Companies Fund

Asset ClassAustralian Equities
StyleFundamental long only
CurrencyAUD
InceptionJanuary 1999
BenchmarkS&P/ASX Small Ordinaries Accumulation Index
Minimum Investment$25,000 Retail Class / Institutional Class on application
Typical No. Of Stocks40 – 60
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Alpha Plus Fund

Asset ClassAustralian Equities
StyleActive Extension
CurrencyAUD
Inception DateSeptember 2006
BenchmarkS&P /ASX 200 Accumulation Index
Minimum Investment$25,000 Retail Class / Institutional Class on application
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Global Natural Resources Fund

StyleAlternative, actively managed Long/Short sector specialist
SectorGlobal Natural Resources
Investor TypeWholesale investors only
SubscriptionsMonthly
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Special Opportunities Fund

Asset ClassAustralia and Asia ex-Japan Equities
StyleFundamental long only
CurrencyHedged
Inception DateSeptember 2017
BenchmarkBloomberg AusBond Bank Bill Index
Minimum Investment$200,000 USD
Typical No. Of Stocks25 - 35
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Global Natural Resources Credit Fund

StylePrivate Credit portfolio including debt, royalties and streaming
SectorGlobal Natural Resources
Investor TypeWholesale investors only
SubscriptionsMonthly
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