Federation invests in real estate, infrastructure and private businesses and assets that meet economic and social needs.
Why invest with Federation?
Federation serves investors seeking profit with principles.
The Federation team has deep expertise across a range of sectors, including:
Clean power
Education
Healthcare
Disability care
Sectors servicing an ageing population
Technology
Financials and fintech
Federation Alternative
Investments II
Designed to provide retail and wholesale investors with access to a diversified portfolio of private equity investments with the benefit of monthly liquidity.
People
Federation’s senior team is known for its investment acumen and its disciplined, prudent, measured and transparent approach to investing. The team has deep domain of expertise and long-term collective experience.
Performance
Federation team members have achieved an annualised return of 22.7% on over $4 billion of realised investments since 2011, akin to trebling investors’ capital every 5 years. Our team enjoys a strong track record investing in both bull and bear markets.
Process
Federation has established a rigorous process of screening, diligence, structuring and execution for all investments.
Purpose
Federation serves investors seeking profit with purpose. We invest in assets and businesses that meet social and economic needs across renewable energy, social infrastructure and private equity.
Federation is a member of the Responsible Investment Association of Australasia and is a signatory to the UN Principles for Responsible Investment.
Protection and growth of our clients’ capital is paramount.
Federation has a track record of trebling investors’ capital every five years (23% realised IRR on over $4 billion of investments) since 2011.
Awards
Zenith Investment Partners
Rising Star 2021, finalist.
Disclaimer:
The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.