Invest with us

Our investment philosophy

The origins of our investment philosophy are sourced from the investment ideals of Benjamin Graham, Warren Buffet and other renowned value investors. Though the value investing philosophy is synonymous with investing in the stock market, the founding principles such as “Margin of Safety”, “Security of Capital”, and “Price Vs Value” are principles that can be applied to any investment class.

We are particularly careful when it comes to the application of investment capital. We stick to our specialty where we hold a strategic advantage – private real estate investment and private business investment.

Our investment philosophy borrows heavily from the value investing mantra:

Understand what drives the investment return
Ensure sufficient margins of safety for the security of capital
Don’t believe the Risk/Reward fallacy

In simple terms we stick with investment classes that we know and understand especially when it comes to the risks and the numbers. We structure our investments to achieve the highest level of capital security possible, and we seek opportunities that satisfy our low risk / high return* requirements.

*Read more about the risk vs reward fallacy here.

Our funds

Real Estate Equity Fund

The ISG Real Estate Equity Fund (The Fund) is designed to provide investors with the access and opportunity to participate in property projects in a risk mitigated way. The Fund’s objective is to deliver returns to investors by identifying and participating in suitably vetted real estate projects and transactions that have well-defined risk factors with known mitigants. The Fund seeks to deliver to investors investment opportunities that exhibit a risk mitigated downside with a potentially enhanced upside.

Private Access Fund

The ISG Private Access Fund is designed to provide investors with access to unlisted public and private company investments in a risk mitigated way. The Fund obtains its returns by pursuing a range of investment strategies in the non-listed company sector in Australia and New Zealand. The Fund’s Investment Committee will allocate investment funds to experienced domain experts (Asset Managers), who have a track record of management and return success in their specific sector.

What value do we add to your investment journey?

As a fund manager, ISG offers a high level of service and expertise to help you maximise your hard earned investment funds. With satisfied customers all over Australia and the world, we are recognised and trusted on a national and international level.

Below is a handful of the ways we add value to your investment journey.

Access

ISG has established a vast network of opportunity sources that puts our investors in the box seat to receive exclusive off-market offers, specially crafted for ISG’s participation. We have put the work into developing critical relationships over many years to give you access to lucrative investment opportunities that often aren’t available to the general public.

Portfolio Diversification

ISG enables you to access multiple investment opportunities in a diversified way. Some investments are simply beyond the means of the individual investor, while others may represent a significant portion of their capital, thereby increasing concentration risk within their portfolio.

Expertise

We understand not everyone has the technical experience to assess, structure, and manage a commercial transaction, but that shouldn’t preclude you from accessing great opportunities. Our team has deep knowledge and experience negotiating and structuring private sector transactions, with mature systems and processes for managing the investment lifecycle on your behalf.

Time

Most of us are time poor. We take the worry out of researching and analysing prospective investment opportunities, saving you time and money, and giving you peace of mind that your investments are being well managed.

Peace of mind

For some investors the mental ups and downs of dealing with direct exposure to the stock market or other asset classes is too much. ISG offers these investors with a “Safe Space” between them and Mr “Market”.

Testimonials

ISG is a wonderful source of deals and return alpha.

ISG has consistently outperformed other investment options for my clients. They have a high level of integrity which is hard to find in this industry.

ISG has been an excellent source of investment capital for our deals. ISG just gets it, they are a smart outfit.

ISG Funds Management is a family-run, independent funds manager that focusses on you with access to private sector project and company investments in a safe and regulated way.

A.C.N. 114 733 569 Limited is the holder of the Australian Financial Services Licence no. 290328 (currently not taking on new investors). It is the Responsible Entity for the ISG Real Estate Equity Fund (ARSN 618 548 780) and the ISG Private Access Fund (ARSN 618 548 333). Although the Australian Securities and Investment Commission (ASIC), has provided a licenses to the above ISG entities, you should be aware that ASIC neither endorses, supports nor approves of any information, claims, products or services provided by ISG and/or its agents or representatives.

The Target Market Determinations (TMD) for all ISG investment products are freely available to the general public and can be requested by emailing communications@isgfunds.com.au

General Advice – Any advice provided by ISG is limited to general financial product advice which we provide, for example, in our offer documents, investment newsletters, investor reports and website material. This information generally relates to offer features, investment opportunities, managing risk and return, property market commentaries and/or general economic overviews. ISG does not provide personal financial product advice to retail clients. Before you make any investment decision, we recommend that you obtain advice tailored to address your individual objectives, financial situation and needs from a licensed professional financial adviser.

Privacy Disclaimer – A copy of ISG’s privacy policy is available by visiting the privacy policy or on request from our Investor Services team.

Future Profits Disclaimer – Past performance does not guarantee future performance. There can be no guarantee the assumptions and contingencies on which the forward looking statements, opinions and estimates are based will ultimately prove to be valid or accurate. The forward looking statements, opinions and estimates depend on various factors, many of which are outside the control of ISG.

S734 Restrictions on Advertising & Publicity – The information shared on the website is not a direct or indirect offer made by ISG and/or its agents or representatives.