Investment Matters

Join Darren as he speaks about algorithmic trading with Ivan Scherman, the Portfolio Manager of the Ausbiz Capital GroWise Fund. Ivan explains how technology and data-driven, rules-based, strategies seek signals and exploit patterns across global markets. His approach trades thousands of assets and runs around 200 independent strategies, aiming for uncorrelated returns that reduce systemic risk and smooth portfolio volatility. Why investors should watch: A rare insight into how institutional-grade algorithmic strategies work and how they are now available to retail investors to help improve diversification, reduce volatility, and enhance long-term portfolio returns. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Ausbiz GroWise Capital Fund: https://www.investmentmarkets.com.au/listings/ausbiz-capital-growise-fund-ausbiz-capital-investments-698e71e5424d9a649939758c Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

This podcast explores how global REIT markets have evolved over the past three decades, shifting from traditional office and retail dominance to sectors like industrial, self-storage, healthcare, data centres and mobile towers. David Kruth explains how structural changes in the economy and capital markets have reshaped index composition and investment opportunities, highlighting the rise of technology-driven real estate and alternative sectors such as assisted living. For investors, the discussion challenges outdated perceptions of property investing and provides a framework for assessing modern REIT exposures. It’s a valuable listen for understanding where growth is occurring globally, how sector weights have changed, and what to look for when building diversified real estate allocations. Why investors should watch: It delivers clear, experience-backed insights into where real estate returns are actually being generated today—and where they are not. Want to learn more: www.investmentmarkets.com.au/ Follow us on LinkedIn: www.linkedin.com/company/investmentmarkets Facebook: www.facebook.com/InvestmentMkts Instagram: www.instagram.com/investmentmarkets/ Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

In the latest podcast episode, Darren sits down with Steve Bennett, Direct CEO at Charter Hall, to discuss how Australia’s commercial property cycle is evolving following a significant repricing. As market conditions stabilise and fundamentals come back into focus, Steve explains how improving income returns, attractive yields and a more compelling entry point are creating a strong backdrop for long-term investors. Steve also highlights how constrained supply and resilient tenant demand continue to support the outlook as the market moves through 2026. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Charter Hall: https://www.investmentmarkets.com.au/company/charter-hall-funds-management-limited-68d36c5d76b410cbff196bfb Disclaimer This podcast is for informational and promotional purposes only. The information in this podcast is general in nature and does not take into account your investment objectives, particular needs or financial situation. You should seek independent financial advice before deciding to invest in, or continuing to hold your investment in, any Funds. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. Product Disclosure Statements (PDSs) and Target Market Determinations (TMDs) and Information Memorandums (IMs) are available at www.charterhall.com.au. An investment is subject to risks which are summarised in the relevant PDS or IM (Offer Document). You should consider the relevant Offer Document and any supplementary Offer Document in deciding whether to acquire or continue to hold the product. The distribution yield is calculated at a point in time and will fluctuate when the distribution amount or unit price changes. Distributions for future periods may vary. Distribution yields are subject to risks outlined in the relevant Offer Document. Current unit prices and distribution yields are available at www.charterhall.com.au. Past performance is not a reliable indicator of future performance. Any forward-looking statement in this podcast is predictive in character and may be affected by inaccurate assumptions or by known or unknown risks and uncertainties and may differ materially from results ultimately achieved. The target returns stated are a target only. They are not a forecast and might not be achieved. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

Patrick William, Co-Founder and Managing Director of Rixon Capital, discusses the rapid growth and strong risk reward profile of Australia’s private credit market. He explains how bank retrenchment has created a lucrative niche for specialist lenders, enabling them to provide investors with equity-like returns and asset backed protection.  Patrick highlights why he believes private credit will remain attractive in 2026 and the key issues for investors including fee transparency, manager alignment, fund mandates, and risk management. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Rixon Capital Funds: https://www.investmentmarkets.com.au/... WHOLESALE INVESTORS ONLY The product(s) mentioned in this presentation are available to wholesale investors only. It is not applicable to or appropriate for retail investors. Follow us on LinkedIn: / investmentmarkets Facebook: / investmentmkts Instagram: / investmentmarkets Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

This podcast features Shelby Clark, COO of GPS and “Fund Mum” of Arkus – an investment fund designed for accessibility and flexibility. Arkus offers a $1 minimum investment, monthly withdrawals, and a user-friendly approach, all backed by GPS’s 30-year track record in first registered mortgages. It caters to investors seeking practical, low-stress ways to invest without large upfront commitments. Why Investors Should Watch: This episode is a must-watch for anyone who wants to discover how Arkus is seeking to redefine income investing by blending innovation and simplicity with decades of investing expertise. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Arkus Funds: https://www.investmentmarkets.com.au/listings/arkus-fund-gps-investment-fund-limited-6881ad0150ffc58531f804bc Statutory Statement The issuer of the Arkus Fund is, GPS Investment Fund Limited (“GPS”), ABN 40 145 378 383, AFS Licence No. 383080. The Product Disclosure Statements (PDS) and Target Market Determination (TMD) for this product is available at https://gpsinvest.com.au/gps-invest-arkus-fund. Prospective investors should consider the PDS before deciding to acquire any of the products. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

This episode of Investment Matters features Simon Raubenheimer from Contrarius Investment Management, discussing their contrarian approach to global equity investing. Since inception in 2009, Contrarius’ Global Equity Fund has delivered 12x returns*, far outperforming benchmarks, by focusing on misunderstood, undervalued businesses and avoiding herd mentality. Simon explains how deep research, long-term thinking, and independence drive their success, highlighting opportunities in AI infrastructure, memory chips, and resilient sectors like luxury goods and biotech. He also shares lessons on navigating disruption, avoiding value traps, and embracing volatility as an opportunity. *Past performance is not an indication of future performance Want to learn more: https://www.investmentmarkets.com.au/ For more information on Contrarius Investment Management Funds: https://www.investmentmarkets.com.au/company/contrarius-investment-advisory-pty-limited-674d5975a228580ab0a3cdee Statutory Statement The issuer of the Contrarius Global Equity Fund and the Contrarius Global Balanced Fund is, Equity Trustees Limited, ABN 46 004 031 298, AFS Licence No. 240975. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://www.contrarius.com.au/. Prospective investors should consider the PDS before deciding to acquire any of the products. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

In this episode of the Investment Matters podcast, Darren chats with Daryl Wilson, founder of Affluence Funds Management. Daryl shares plenty of insights on Affluence’s contrarian, value-driven approach, deep manager due diligence, and strategic diversification across asset classes. In a wide-ranging conversation, they also discuss risk and return, navigating market downturns, LIC discounts, and potential in the small cap universe. Why Investors Should Watch This podcast offers practical wisdom on protecting capital, generating income, and identifying undervalued opportunities. If you're seeking insights from a true professional, this is a must-watch/listen. Want to learn more: https://www.investmentmarkets.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this episode of the Investment Matters Podcast, Darren Connolly speaks with Rachel Waterhouse, CEO of the Australian Shareholders Association. Topics include FY25 reporting season highlights, governance challenges at Qantas and James Hardie, and the importance of shareholder engagement. Rachel advocates for transparency, ethical leadership, good governance, and the power in every single shareholding. Why investors should watch: This episode offers valuable perspectives on market trends, corporate accountability, and how retail investors can influence companies and management. It’s a must-watch for anyone with an investment in an ASX listed entity. Want to learn more: https://www.investmentmarkets.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this episode of our Insights Series, John Zanetti, Head of Investor Capital at 268 Fund explores the evolving mortgage fund landscape. John highlights how tighter bank regulations have opened opportunities for non-bank lenders, especially in residential and mid-scale construction. 268 Fund allows investors to choose individual loans, and with co-investment from the fund, and a strong 20-year track record, investors can gain confidence in the funds ability to deliver the returns they expect. Why watch Investors seeking income backed by Australian property will gain valuable insights into the mortgage funds asset class. Want to learn more: https://www.investmentmarkets.com.au/ For more information on the 268 Direct Mortgage Fund: https://www.investmentmarkets.com.au/listings/268-direct-mortgage-fund-268-growth-fund-pty-ltd-6616021281740000121f1aa6 Wholesale Investors Only The product(s) mentioned in this presentation is available to wholesale investors only. It is not applicable to or appropriate for retail investors. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this episode of our Insights Series, Chris Hestelow, Senior Investment Specialist from Allan Gray offers a sharp, fundamentals-driven perspective on Australian equities. He highlights the narrow drivers of recent market returns, notably the outsized impact of CBA, and warns of index distortions. With the broader market trading at a premium, Chris identifies some compelling opportunities hiding just beneath the surface. Why Watch? This is a must-see for anyone seeking exposure to Australian equities via a disciplined, principles-led approach to investing. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Allan Gray investment opportunities: https://www.investmentmarkets.com.au/investments?keywords=allan+gray&log=true Statutory Statement The issuer of the Allan Gray Australia Equity Fund (Class A), Allan Gray Australia Stable Fund and Allan Gray Australia Balanced Fund is, Equity Trustees Limited, ABN 46 004 031 298 , AFS Licence No. 240975. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://www.allangray.com.au/au/investor/. Prospective investors should consider the PDS before deciding to acquire any of the products. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this episode of our Insights Series, Andrew McVeigh, Managing Partner at Remara, offers a deep dive into the evolving private credit landscape. He explains how securitised credit, featuring granular, diversified loans can offer stability and consistent returns. With four tailored funds ranging from low to high risk, Remara provides options for every investor profile. Andrew highlights the structural shift in Australia’s credit market, driven by reduced bank lending and growing non-bank opportunities, making private credit a compelling long-term income strategy. Why watch? Investors will gain valuable insights into how private credit can deliver steady returns, reduce portfolio volatility, and align with their risk appetite, especially in today’s shifting economic environment. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Remara investment opportunities: https://www.investmentmarkets.com.au/investments?keywords=remara Some product(s) mentioned in this presentation are available to wholesale investors only. Some are not applicable to or appropriate for retail investors. Statutory Statement The issuer of the Remara Cash Management Fund - Term Options and the Remara Private Credit Income Fund is, Melbourne Securities Corporation Limited, ABN 57 160 326 545, AFS Licence No. 428289. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://remara.com/funds/compare-funds/. Prospective investors should consider the PDS before deciding to acquire any of the products. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this episode of our Insights Series, Cameron Window, Executive Director - Capital Markets at Income Asset Management, explores the evolving fixed income landscape. With listed hybrids being phased out he highlights strong demand for long-duration bonds, the scarcity of quality products, and the unique value of direct bond access over funds. Cameron also introduces syndicated loans and high-yield opportunities which can offer investors further diversification, liquidity, and inflation protection. Why watch: Watch if you are an investor seeking fixed income opportunities and want to understand how to best position your portfolio for in a decreasing interest rate environment. Want to learn more: https://www.investmentmarkets.com.au/ For more information on Income Asset Management investment opportunities: https://www.investmentmarkets.com.au/company/income-asset-management-group-ltd-634def65e5ef6a0013dde4a3 Wholesale Investors Only The product(s) mentioned in this presentation is available to wholesale investors only. It is not applicable to or appropriate for retail investors. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this episode of our Insights Series Adam Bronts, CEO of Castlerock, shares his expert insights on commercial property. Benefitting from the recent turning of the interest rate cycle, commercial property investment can offer investors steady income from assets with capital growth potential. Castlerock specialises in government-leased assets delivering purpose-built, high-spec buildings in often regional hubs. Their hands-on management and long-term relationship focus has created a track record of sticky tenants and steady returns. Why listen: This episode offers valuable insights into how commercial property can anchor a portfolio with reliable income and capital growth potential, especially in a market where quality, location, and tenant strength matter more than ever. Want to learn more: https://www.investmentmarkets.com.au/ For more information on the Castlerock Government Property Fund: https://www.investmentmarkets.com.au/listings/castlerock-government-property-fund-castlerock-property-pty-ltd-65f684f33325cf0012a8e3fa Statutory Statement The issuer of the Castlerock Government Property Fund is, Castlerock Investment Management Ltd, ABN 48 125 737 091, AFS Licence No. 318368. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://www.castlerockproperty.com.au/castlerock-government-property-fund. Prospective investors should consider the PDS before deciding to acquire any of the products. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

This episode features George Clapham, Director of the EQT Eight Bays Global Fund, in which he discusses global equities and their evolving landscape. Key themes include U.S. fiscal policy shifts, interest rate trends, and the transformative impact of AI and energy infrastructure. George highlights the benefits of sector-focused investing via ETFs, offering lower volatility and broader exposure to high-growth industries like semiconductors, cybersecurity, and energy transition. He explains how global equities have historically outperformed domestic ones with less risk, making them a compelling diversification tool. Investors should watch to understand a smarter way to access global growth, reduce concentration risk, and tap into emerging global opportunities, especially in sectors underrepresented in Australia. Want to learn more: https://www.investmentmarkets.com.au/ For more information on the EQT Eight Bays Global Fund: https://www.investmentmarkets.com.au/listings/eqt-eight-bays-global-fund-equity-trustees-limited-668f227aba16f500124ebfa3 Statutory Statement The issuer of the EQT Eight Bays Global Fund is, Australian Executor Trustees Limited, ABN 84 007 869 794, AFS Licence No. 240023. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://www.eqt.com.au/our-services/corporate/asset-management/our-investment-products/international-shares/eqt-eight-bays-global-fund Prospective investors should consider the PDS before deciding to acquire any of the products. Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

Episode 3 of the Investment Matters Podcast features Mike Cameron, Commercial Director at Jarra. With over 30 centres developed and a hybrid model combining real estate and business investment, Jarra, via the Jarra Childcare Trust, offers investors a unique investment opportunity in Australia's childcare sector. The sector itself benefits from consistent government support, essential service status, and resilient demand. Mike also highlights Jarra’s strategic site selection, focus on operational excellence, and stakeholder alignment as key drivers of success. Investors should watch to understand how quality-focused, socially impactful investments can deliver in a fragmented but vital industry sector. Want to learn more: https://www.investmentmarkets.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Wholesale Investors Only The product(s) mentioned in this presentation is available to wholesale investors only. It is not applicable to or appropriate for retail investors. Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In the latest Investment Matters podcast Darren Connolly and Ben O’Hara discuss mortgage funds. Ben, Executive Director at GPS Investment Funds, explains how mortgage funds can offer attractive income, liquidity, and priority over equity in repayments, making them a compelling alternative to traditional property or fixed income investments. The episode dives into risk management, fund transparency, diversification strategies, and the importance of understanding loan-to-value ratios and borrower quality. It also explores the challenges facing property development in Southeast Queensland, including the impact of the Olympics on labour shortages and construction costs. This episode is essential for self-directed investors seeking stable returns, informed decision-making, and a deeper understanding of mortgage fund dynamics. Want to learn more: https://www.investmentmarkets.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Statutory Statement The issuer of the GPS range of funds is, GPS Investment Fund Limited, ABN 40 145 378 383, AFS Licence No. 383 080. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://gpsinvest.com.au/resources/. Prospective investors should consider the PDS before deciding to acquire any of the products. Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

In this insightful episode of the Investment Matters podcast, Darren Connolly interviews David Costello, Portfolio Manager of the Magellan Infrastructure Fund, to explore the strategic value of listed infrastructure investments. David shares his personal journey into investing and explains how infrastructure assets, such as utilities, airports, and communications networks offer resilience, inflation protection, and diversification. He highlights powerful growth drivers, including electrification, AI-driven energy demand, and environmental regulations, particularly in sectors like electric and water utilities. The conversation also addresses common misconceptions, such as the belief that infrastructure is merely a low-growth, bond-like investment, and contrasts listed versus private infrastructure, emphasizing liquidity, diversification, and valuation advantages. Why listen? Investors will gain a deeper understanding of how infrastructure can enhance portfolio stability, especially during geopolitical and economic uncertainty. David’s analysis is both data-driven and accessible, making this podcast a valuable resource for anyone seeking to balance risk and growth in their investment strategy. Want to learn more: https://www.investmentmarkets.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/investmentmarkets/posts/?feedView=all Facebook: https://www.facebook.com/InvestmentMkts Instagram: https://www.instagram.com/investmentmarkets/ Statutory Statement The issuer of Magellan Infrastructure Fund (Currency Hedged) - Active ETF is Magellan Asset Management Limited, ABN 31 120 593 946, AFS Licence No. 304 301. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at magellangroup.com.au. Prospective investors should consider the PDS before deciding to acquire the product. Disclaimer - This podcast is for informational and promotional purposes only. - Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. - No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. - All securities and financial products involve risks. - Past performance of any product is not a reliable indication of future performance. - Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. - InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. - These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.