Balancing Investment

  • Australian unlisted, unregistered open-ended unit trust open to wholesale clients.
  • Caters to Significant Investor Visa applicants to comply with their visa requirements under the complying investment rules developed by Austrade.
  • Provides investors with an opportunity to access returns from a diversified portfolio of Australian assets, including some or all Australian listed equities, Australian corporate bonds, Australian listed REITs, Australian agriculture funds and infrastructure and cash.
  • The fund invests in high-quality fund managers via funds or investment management agreements.

Pindari Balancing Investment Funds:

  • Pindari Capital SIV Balancing Investments Fund
  • Pindari Capital Balancing Investments Yield Fund

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    Significant Investor Visa Program and Investor Visa Complying Funds Brochure