How We Invest Your Buildings Capital

A Reliable, Accessible and Diversified Solution

Major Institutional Backing

All client capital is held on an ASX listed, third party platform which is backed by a major Australian bank and two global fidicuaries. Strata Guardian directs the platform to invest your buildings capital, and instructs withdrawals to the bank account you provide. This ensures that only your Owners Corporation / Body Corporate has the ability to draw down funds.

Bank Grade Security

Your account with Strata Guardian is protected by 2 Factor Authentication, Page Encryption and is held on Australian servers. Our identification service is used by major Australian banks and provides the strongest online ID verification service currently available on the market.

Diversified and Liquid Portfolios

Our investment team builds and manages your portfolio on an ongoing basis, using broad market exchange traded funds (ETF's) that give diversified exposure to global income and share markets. This portfolio allows the team to take advantage of growth opportunities whilst still ensuring we can protect your buildings capital from volatile market conditions.

Responsible Investment Choices

Building a portfolio for the long term requires careful thought, and reliability matters. That's why we only use on market exchange traded funds that have been carefully selected to give cost effective and diversified exposure to global opportunities from some of the biggest names in funds management. You can be confident that your building's capital will be accessible when you need it.

Easy Account Monitoring and Reporting

Your account is accessible for viewing and reporting anytime through the platform client dashboard. Adding funds is easy using online banking to your account, and withdrawal requests are processed in 4 business days. Our team is here to answer any questions you may have on your account along the way. Full End of Financial Year financial reports are compiled and available for your accounting services as required.

Building Strata Investment Focus

Unlike other investment services, our portfolio's are designed with one job in mind, to target a sustainable and reliable return for Australian Strata and Capital Works Funds. We only offer accounts to Australian Owners Corporations, Body Corporate & Strata Company entities. It is this focus that provides our investors and lot holders with the confidence that their priorities are in alignment with our priorities.

The Strata Guardian Portfolios

Strata Guardian

Strata Grow

With a preferred investment timeframe of 2+ years, the Strata Guardian portfolio focuses on targeting a term deposit beating return (CPI+1%) using responsible levels of growth assets, including high quality local and overseas companies with a large buffer of income and defensive assets including local and overseas fixed income exposure and infrastructure investment. This portfolio is designed for medium term investment, whilst still available for draw down and switching to Strata Grow at any time.
Investment management fee of 0.4% per annum.
Minimum Investment $20,000.

With a preferred investment timeframe of 5+ years, Strata Grow is built to target higher levels of return in the long run (CPI+2%) with a higher weighting of growth assets than Strata Guardian. This portfolio is designed for longer term investment, whilst still available for drawdown and switching to Strata Guardian at any time.
Investment management fee of 0.5% per annum.
Minimum Investment $20,000.