Global equities Secured credit Venture capital
All things excellent are as difficult as they are rare.
Apollo Investment Management Pty Ltd holds Australian Financial Services Licence 559566. We are trustee and manager of our own global equities fund, Sponsor of a multi-class wholesale credit fund, and manager of a registered venture capital limited partnership — each structure run with the same discipline and the same obligation to disclose.
Figures are unaudited and stated in Australian dollars.
Distinct structures. Aligned interests. Uncompromising standards.
Each Apollo fund is purpose-built for wholesale investors seeking institutional-grade exposure to private credit and venture capital. All three are offered exclusively under AFSL 559566 — because the right structure is as important as the right investment.
Apollo Investment Management Fund
A concentrated portfolio of 20 to 40 global listed equities, selected bottom-up on fundamental research and unconstrained by index weights, benchmarked to the MSCI World Net Total Return Index (AUD). Applications and redemptions are daily. This is Apollo's own fund: we are trustee, investment manager and administrator.
Fund details →Master Fund
A multi-class wholesale unit trust. Apollo is the Sponsor and licensee. Class A holds cash, shares and bonds; Classes B and C deploy capital through lending secured against Australian real property. Each Class holds a segregated pool and is legally a separate trust.
Fund details →Apollo Venture Capital Fund
A venture capital limited partnership with A$10 million committed, unconditionally registered with AusIndustry (LP2500008) under the Venture Capital Act 2002 (Cth). Capital is called in tranches and returned only as investments are realised. No withdrawal right, and the highest risk of the three.
Fund details →Four convictions. Every decision.
Protect capital first. Outperform second.
A drawdown that recovers is volatility. A business that impairs is a permanent loss. Our research process is built to tell those two apart before capital is committed — not after. Position sizes are set so the worst plausible outcome for any single holding is something the portfolio can absorb.
Concentrated. Deliberate. Honest about the trade-off.
Twenty to forty holdings is a deliberate choice. A portfolio of two hundred positions cannot be researched to the depth each one deserves. We state that trade-off as a risk — not a feature — because investors deserve to know what they are actually buying.
Hard security over soft sentiment
Property exposure is taken through lending secured on registered mortgages — contracted rate, defined term, loan-to-value ratio set at origination against an independent valuation. Not through equity in a development. The security comes first.
What we publish matches what the document says
Every figure on this website is confirmed against the relevant Information Memorandum or trust deed. Where it cannot yet be confirmed, the field is left blank. We would rather show less than mislead.
Unitholders receive monthly statements, quarterly portfolio commentary and annual financial statements.
Reporting is available in English or Chinese. Performance is reported net of fees against the relevant benchmark, and is not published on this website.
Reporting and unit pricing →We work with wholesale investors, family offices and advisers, in English and Chinese.
Tell us which fund interests you and we will send the current Information Memorandum.