Invest alongside our managers
in leading Australian Assets
Caltha Capital is one of Australia’s Best Aligned Fund Managers
The team at Caltha Capital has 45 years of combined experience managing investments in some of Australia’s most prestigious and high-quality alpha-generating assets. We are trusted by family offices and high-net-worth individuals from around the globe to invest alongside our own family office.
We are an Australian fund manager focused on preserving and building generational wealth for a select group of exclusive investors.
We achieve this by investing in our funds, holding concentrated portfolios of leading Australian assets that complement each other within the economic cycle. We invest with the mindset of long-term business owners, not short-term traders. This strategy makes our funds most appropriate for investors who are looking for a minimum investment timeframe of five years.
Alignment
At Caltha, we believe every fund manager should be truly aligned with their investors. We commit to this by having our own personal wealth invested in our funds alongside our investors.
Trust & Transparency
Our commitment to maintaining trust and a high level of transparency with our clients is at the forefront of who we are. We partner with tier-one service providers you know and trust from around the globe to keep an eye on everything we do.
Excellence
Excellence is the foundation of enhanced returns. By striving for excellence in every aspect of our funds, we aim to leave no stone unturned.
Offering investment solutions to an exclusive group of wholesale investors across Australia’s domestic markets
Discover Our Funds
Explore Exclusive Access To Our Funds
Caltha Equity Fund
Caltha’s ASX-focused Equity Fund is an Australian Unit Trust structure with an actively managed portfolio of 5 to 15 ASX200 listed equities. We select these equities using our research-intensive investment strategy. This proven strategy has delivered the fund 13.84% return per annum since its inception.
Focused on outperforming the market over a 5-year investment horizon, the fund has a significant manager commitment and is backed by a 15% performance-only fee structure.
13.84%
Annualised Return Since Inception
0.0%
Management Fee
15.00%
Performance Fee
Caltha Agricultural Property Fund
The Caltha Agricultural Property Fund is a differentiated Australian row cropping property fund established by generational agribusiness owners. It is focused on achieving risk-adjusted returns from dry land agricultural property investments in Australia. The fund has delivered a 16.37% return per annum since its inception.
With a minimum suggested investment time frame of 10 years, the fund has a management fee of 1% and performance fee of just 5%.
16.37%
Annualised Return
Since Inception
1.00%
Management Fee
5.00%
Performance Fee
A Letter From Our Chief Executive Officer
Dear Investor,
I express our commitment to ensuring true manager alignment with our investors. Our driving force lies in our ability to provide funds that are centred around mutual success and delivering alpha returns.
At Caltha, we understand that teamwork is paramount to our collective achievements. To foster an environment of trust, dedication, and transparency, we have engaged with some of the world’s top-tier service providers. These esteemed partners, who possess an exceptional degree of sophistication, act as independent entities safeguarding your investments. They vigilantly monitor our operations, ensuring that we maintain the highest standards of transparency.
Our funds are operated with the utmost sophistication that Caltha has on offer. We have a vested interest in the success of our investors, as a substantial portion of our own personal wealth is invested alongside yours. Furthermore, our fee structure is based on performance, aligning our interests harmoniously with yours.
We cordially invite you to contact us, allowing us to engage in further discussions regarding the potential of joining us in preserving and growing your generational wealth alongside our own.
Thank you for considering Caltha Capital as your partner in wealth management. I look forward to building a relationship with you in the near future.
Yours sincerely,
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Invest Alongside Our Managers In Leading Australian Assets
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