Designed for investors who
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Seek a diversified portfolio
Instead of investing in single assets or building up a portfolio one by one, an investment in a fund can provide immediate exposure to a broad range of assets.
Prefer a dedicated management team
An experienced and professional team overseeing and managing the portfolio.
Lack time or management inclination
With access available on the easy-to-use iPartners platform.
Tap into our institutional expertise and market knowledge
Travis Miller, CFA
Portfolio Manager, Co-founder & CEO
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Travis has led the evolution of the iPartners private credit, private securitisations and funds management, with a constant eye to the broader strategic direction and emerging opportunities.
Travis has worked in financial markets for more than 20 years, most recently as Managing Director at UBS Investment Bank, and Director at Deutsche and ANZ Bank. He has pioneered the evolution of alternative investments and product in Australia.
Doris Zhou
Senior Investment Analyst
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Prior to joining iPartners Fund Management, Doris was an Audit Analyst at Deloitte covering financial modelling, compliance monitoring and regulatory reporting for ASX listed companies. Doris has gained extensive investment and risk management knowledge during her tenure as a consultant at KPMG.
Doris holds a Master of Commerce majoring in Banking and Business Analytics, and a Bachelor of Commerce majoring in Accounting and Finance, from University of Sydney and is fluent in English and Mandarin.
Disclaimer for use of SQM ratings only
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913.
SQM Research is an investment research firm that undertakes research on investment products exclusively
for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating
system is of a general nature and does not take into account the particular circumstances or needs of any
specific person. The rating may be subject to change at any time. Only licensed financial advisers may use
the SQM Research star rating system in determining whether an investment is appropriate to a person’s
particular circumstances or needs. You should read the product disclosure statement and consult a licensed
financial adviser before making an investment decision in relation to this investment product. SQM
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scheme.