SIV Funds (pre-July 2015)

Moelis Australia SIV Funds (For SIV applicants pre July 2015 / new complying investment rules)

INVESTORS
Cash Fund
Government Bond Fund
Bond Funds
Commercial Property Fund
Equity Funds

Cash Fund

  • Cash deposits offer a very safe and conservative option for SIV investors and are compliant under the “old” SIV complying investment rules only

Government Bond Fund

  • Government Bonds offer a very safe and conservative option for SIV investors and are compliant under the “old” SIV complying investment rules only

Bond Funds

  • Offers several conservative alternatives investing in Australian corporate bonds with a focus on capital security and ensuring SIV compliance
  • The fund invests in bonds issued by major Australian financial institutions and corporations

Commercial Property Fund

  • The Moelis property fund was the first fund established specially for the SIV program
  • The fund has been designed to provide capital security and developed as a conservative safe investment which meets the SIV requirements
  • The fund seeks to invest into Australian commercial real estate in different asset classes located throughout the country
  • Australian commercial  real estate has experienced a very strong historical performance with a stable and transparent market, underpinned by low interest rates and strong capital flows from overseas

Equity Funds

  • Offers several options investing in equities listed on the ASX across a range of sectors including infrastructure and REITs
  • The funds are typically diversified by sector with a thematic focus on particular sectors of the Australian economy