December 2025
A portfolio of global listed infrastructure securities, with a focus on companies which own physical assets or concessions which provide essential services such as water, electricity utilities, renewables, airports, toll roads etc. Read more on the website.
A high conviction portfolio of 30+ global small-mid capitalisation companies from a leading active value manager, whose pragmatic value approach is designed to capture upside while managing risk and protecting the downside. Read more on the website.
A fixed income portfolio that seeks to facilitate positive environmental outcomes by investing a portion of the portfolio in green, sustainable, or sustainability-linked bonds and bonds issued by 'Carbon Leaders'. Read more on the website.
- Strategy inception: September 2021
- Listing date: November 2024
- Listed Assets
- 31 January 2025: $46.4m
- 30 November 2025: $800m
- Strategy inception: February 2025
- Listing date: February 2025
- Listed Assets
- 31 January 2025: N/A
- 30 November 2025: $357m
Past performance is not a reliable indicator of future performance.
Hyperion (ASX: HYGG) Watch Hyperion's December webinar here
Firetrail (ASX: FSML) Read why Firetrail PM Matthew Fist is optimistic about 2026
Plato (ASX: PGA1) Listen to the podcast here
Some of the awards and recognition received by Pinnacle affiliate managers and their listed strategies in 2025.
Metrics (MXT, MOT, MRE)- Best Private Credit Fund Winner at 2025 Money Magazine Australia Best of the Best Awards
- Best Sustainable Investment Manager Winner, Best Private Debt Manager 2025 Hedge Fund Rock Awards
- Fund Manager, Private Credit, 2025 Momentum Media Australian Wealth Management Awards
- Private Markets Manager of the Year, 2025 Zenith Fund Awards
- Australian Property Securities Fund of the Year at the 37th Annual Fund Manager of the Year Awards
- Morningstar Fund Manager of the Year – Listed Property and Infrastructure
- Overall Fund Manager of the Year and Fund Manager of the Year – Global Equities in the 2025 Morningstar awards
- International Equities Alternative Strategies at the 2025 Zenith Fund Awards
- Best Australian Shares Income at 2025 Money Magazine Australia Best of the Best Awards
- Australian Equities – Income Focused Strategy, 2025 Financial Standard Investment Leadership Awards
- Best International Global Small Strategy, 2025 Zenith Fund Awards
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