While the fund is newly established, our team brings over 60 years of combined investment experience, including managing Australia's #1 ranked equities fund. We apply the same rigorous, research-driven approach to the environmental sector. After all, you can’t invest in yesterday’s performance.

Our target of 10% net p.a. is also benchmarked against RBA + 4%. We feel this is achievable given the structural growth in renewable energy, carbon markets, and green infrastructure — sectors experiencing multi-decade tailwinds with government policy support.

Unlike ETFs, EnviroInvest is actively managed with direct access to pre-IPO, private, and illiquid opportunities across the environmental value chain. We target alpha through concentrated positions, not broad index tracking.

The lock-up aligns with the investment horizon required for environmental infrastructure assets. Many of our target investments are semi-liquid, and the lock-up ensures we can execute our strategy without forced selling during market stress. You can of course access your funds at anytime. However there will be a fee for balances withdrawn outside the lock-up period.

Our 1.25% management fee is competitive with comparable alternative funds. The 20% performance fee only applies above the benchmark (RBA + 4%) with a high-water mark — we only earn performance fees when we outperform.