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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Trivesta Funds, Financial service, Level 25, Tower One/100 Barangaroo Avenue, Barangaroo, Sydney.

Trivesta Funds is a leading financial services firm with 20+ years of experience in wealth management and investment solutions for individual investors and high-net-worth families worldwide.

04/09/2026

Ask an SMSF trustee about their equity holdings and the answer is usually specific. Company names. Entry prices. Franking credits.

Ask about the defensive side and the answer is often one word.

Cash.

For many funds that allocation was never a decision. It is a residual, parked somewhere convenient and left there.

Seven questions for a 2026 review, in the article below.

General information only. It does not consider anyone's objectives, financial situation or needs.

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au Charts/data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data.

02/09/2026

Most people start by asking what to invest in.

A more important question to ask first is: Does the investment suit your circumstances?

Your goals, investment timeframe, risk tolerance, potential losses, costs and tax considerations can all influence whether an investment is appropriate for you. These factors don’t show up in a performance chart.

The latest article explores the key questions worth considering before choosing an investment.

General information for wholesale investors.

Explore the full article → https://trivesta.com.au/general-investing/investment-tips-australian-beginners?utm_source=facebook&utm_medium=social&utm_campaign=investment-tips-beginners-australia-blog&utm_content=organic-post

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

31/08/2026

Technology stocks helped global markets recover last week, with NVIDIA's results and outlook renewing optimism around AI investment. The NASDAQ Composite led U.S. gains, rising 0.85%, while the S&P 500 and Dow also moved higher.

Investors nevertheless remained focused on inflation and the outlook for interest rates. In Australia, RBA minutes and July CPI kept the domestic rate outlook in focus. European markets were mixed as investors assessed growth and inflation data, while Asian markets diverged. Commodities moved lower, with Brent crude falling 6.66% and gold declining 2.03%.

• Key takeaway:
- NVIDIA and the AI investment cycle supported technology shares.
- NASDAQ gained 0.85%, leading major U.S. indices.
- RBA minutes and Australian CPI kept rate expectations in focus.
- European markets remained mixed amid uneven growth signals.
- Brent crude and gold retreated after the previous week's rally.

Read the full Trivesta Weekly Global Markets Recap: https://trivesta.com.au/weekly-market-recap/chips-lead-commodities-retreat

Disclaimer
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Charts and data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data. Includes content from third-party sources. Trivesta Funds does not endorse or verify third-party content; views are those of the original authors. Past performance is not reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

27/08/2026

Monthly income funds are usually described by their payment schedule. That describes the frequency, not the source.

For unlisted mortgage schemes offered to retail investors, ASIC's RG 45 asks responsible entities to disclose where distributions come from and whether they are sustainable over the next 12 months. A monthly payment also does not imply a monthly independent valuation, as the two cycles are set separately.

We have set out what the regulatory material indicates is worth examining.

Explore the full article → https://tinyurl.com/5n7rrbmd

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au Charts/data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data.

26/08/2026

Your super fund details matter when managing your retirement savings.
Using the correct ABN and USI can help avoid errors when making contributions, consolidating super or changing funds.

Our latest note explains where to find your super fund’s ABN, how to verify the correct details, and why it’s important to understand the difference between an ABN and USI.

General information for wholesale investors.

Explore the full article → https://tinyurl.com/y9ccfz5t

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

24/08/2026

The Federal Reserve was the primary driver of market sentiment last week following the release of its July 28–29 FOMC meeting minutes, which revealed a more hawkish tone than anticipated. While the Fed held the federal funds target range steady at 3.50%–3.75% for the fifth consecutive meeting, the decision featured an unusually sharp 9–3 vote split, with three members dissenting in favor of a 25-basis-point rate hike. Persistent uncertainty surrounding the inflation outlook and future policy path spurred heightened volatility across global rates and FX markets. Consequently, global equities faced broad downward pressure; U.S. and Asian markets posted notable losses, led by a sharp sell-off in technology and Japanese shares, while European benchmarks showed mixed resilience.

• Key takeaway:
- The Fed maintained the target rate at 3.50%–3.75%, with three members dissenting for a 25 bps hike.
- Hawkish FOMC minutes fueled sharp swings in global rates and currency markets.
- Global stock markets ended lower, weighed down by the NASDAQ (-2.05%) and the Nikkei 225 (-3.93%).
- European indices were mixed, though the FTSE 100 managed to gain 0.62%.

Read the full Weekly Global Markets Recap: https://trivesta.com.au/weekly-market-recap/broad-based-weakness-21-august-2026

Disclaimer
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM).
Charts and data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data. Includes content from third-party sources. Trivesta Funds does not endorse or verify third-party content; views are those of the original authors. Past performance is not reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

20/08/2026

Bond funds and private credit both lend money. They are built differently.

Bond funds hold tradeable securities priced by the market every day. Private credit holds negotiated loans that are not traded or publicly rated, so value is assessed on a cycle rather than observed.

ASIC reviewed 28 private credit funds during 2025. We have set the two structures side by side using its findings.

Explore the full article → https://tinyurl.com/534pds6z

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

Charts/data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data.

19/08/2026

Protecting a portfolio matters as much as growing it.

Market volatility, concentration, inflation and liquidity risks can all erode wealth over time.

Our latest note explores key investment risks, why risk tolerance and financial capacity differ, and how regular reviews can keep a strategy on track as circumstances change.

General information for wholesale investors.

Explore the full article → https://tinyurl.com/y8m7jwek

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

17/08/2026

The U.S. Treasury market was the key focus last week, with the U.S. Department of the Treasury (August 2026) confirming a $25 billion issuance of 30-year bonds priced at a high yield of 5.22% (intraday adjustments showed 5.216%), up sharply from July’s auction result of 5.06% and marking the highest level since 2001. The rise in long-end yields came amid persistent inflation concerns and continued market focus on the federal deficit. Demand held up reasonably well despite the sharp rise in yields, with the bid-to-cover ratio at 2.39 (TreasuryDirect, August 2026), only modestly below the prior month’s 2.44, suggesting that the market retained a reasonable base of underlying demand for U.S. Treasuries. Despite the sell-off in long-dated debt, U.S. equities showed resilience, supported by economic strength and corporate earnings, with the S&P 500 reached its 27th record close of the year during the week and the rate-sensitive Russell 2000 small-cap index also reached a record high during the week. In currency markets, the U.S. dollar consolidated near recent highs against major peers, while the yen remained volatile, continuing to test the key JPY 160 level. Overall, the week was characterised by rising long-end borrowing costs coexisting with continued strength in risk assets, underscoring the market’s focus on near-term earnings resilience even as longer-term fiscal and inflation concerns remained in focus.

Keytakeaway:
- U.S. Treasury 30-year bond auction priced at a high yield of 5.22%, up from 5.06% in July and the highest level since 2001
- The bid-to-cover ratio came in at 2.39, only slightly below the prior month’s 2.44, indicating steady underlying demand.
- The S&P 500 reached its 27th record close of the year during the week, while the Russell 2000 small-cap index also closed at a historic high.
- The yen remained volatile, continuing to test the JPY 160 level amid broader currency-market consolidation.

Read the full Trivesta Weekly Global Markets Recap: https://trivesta.com.au/weekly-market-recap/rising-yields-resilient-markets-14-august-2026

Disclaimer
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM).
Charts and data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data. Includes content from third-party sources. Trivesta Funds does not endorse or verify third-party content; views are those of the original authors. Past performance is not reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

13/08/2026

"Wholesale investor" sounds like a status. Legally, it's closer to a trade-off.

Meeting one of the tests in the Corporations Act opens access to investments not available to retail investors. It also means several consumer protections no longer apply — including the standardised disclosure document and, in many cases, free access to the financial complaints authority.

We've written a plain English guide to the definition: the five tests, the thresholds, what changes when you qualify, and the specific rule that applies to trustees.

Explore the full article → https://tinyurl.com/3rabefdb

Disclaimer:
Issued by Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

Address

Level 25, Tower One/100 Barangaroo Avenue, Barangaroo
Sydney, NSW
2000

Website

https://trivesta.com.au/, https://www.linkedin.com/company/trivestafunds/?viewAsMember=true

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