Our fund partners

Fortlake Asset Management

Fortlake Asset Management is an experienced fixed income manager offering constitutional capabilities in a boutique structure, with a focus on generating returns above inflation. We take a holistic view to fixed income investment by incorporating overlays, arbitrage strategies, credit opportunities and high-grade bonds.

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Tactical Global Management

Founded in 1997, TGM was one of the first specialist tactical asset allocation managers globally that facilitated the move by Trustees and investors from a single manager balanced fund to specialist asset managers. TGM also introduced rebalancing overlays and currency hedging as part of that service. We have extensive experience in managing investment programs for institutional clients globally including pension funds, insurance companies, fund managers, banks, endowments, and charities.

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© 2022 IAM Group | Income Asset Management Group Limited ABN 42 010 653 862 (ASX: IAM) and wholly owned subsidiaries, IAM Capital Markets Ltd ABN 86 111 273 048 AFSL 283119, IAM Cash Markets Pty Ltd ACN 164 806 357 as corporate authorised representative (no. 001295506) of AFSL 283119, Trustees Australia Limited ABN 63 010 579 058 AFSL 260038 and IAM Funds ABN 54 643 600 088, together the IAM Group. Phone calls may be recorded for quality assurance and training purposes.

Disclaimer: The information in this website is for general information purposes only and does not purport to contain all matters relevant to any particular or financial instrument. It is not intended to be a recommendation, offer or invitation to purchase, sell or otherwise deal in securities or other investments. Before making any decisions in respect to a financial product, you should read the relevant Financial Services Guide and Product Disclosure Statement and seek independent and specific advice from an appropriately qualified professional. Income Asset Management Group and its subsidiaries shall not be liable for any errors, omissions, defects, or misrepresentations in the information or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the information contained here. The Group is fundraising for The Smith Family between 3 May 2021 to 29 April 2022. For every client who opens an IAM Capital Markets account, IAM Group will donate $150 to The Smith Family. The Group is authorised by The Smith Family (Level 9, 117 Clarence Street, Sydney NSW 2001, Ph: 1300 326 459) to fundraise on its behalf in ACT, NSW, NT, QLD, SA, VIC, WA, and TAS. All funds raised will go directly to Australians.