Kaplan Funds Management

Kaplan is a well established boutique fund manager founded in 1998 with in excess of $1 billion under management. Kaplan has successfully managed funds to deliver consistent returns for its clients under its absolute return philosophy.

Kaplan’s management style has appealed to charities, foundations, defined pension funds, self-managed super funds and high net worth individuals seeking consistent returns with low volatility.

Investment Trusts

Equities Fund

Absolute return focus over the medium to long term

Kaplan Charitable Equities Fund

Consistent income with modest growth

Kaplan Income Fund

Consistent income from high yielding securities

Pooled Super Trust (PST)

Absolute return focus over the medium to long term

Discrete Mandates

Portfolios designed to meet individual client requirements.

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Listed Investment Companies (LIC's)

Investment Manager for Ironbark Capital Limited (ASX code IBC)

Read more about LIC's