More than an investment manager

Investment

Management

Services.

01 — Introduction

Investment management and portfolio administration.

Ventura is a specialist Australian investment business with more than two decades of experience helping Australians invest through every kind of market.

Each product line under Ventura is purpose-built across managed accounts and portfolio administration — iQ Portfolios for an SMA solution, IconiQ for platform and super, and VMAPS for adviser-led portfolios.We provide a comprehensive suite of investment management, portfolio administration and governance services for asset managers and financial advisers across Australia.

02 — Ownership

ASX: CAF

Centrepoint Alliance Limited
Listed on the ASX

Ventura is a wholly owned subsidiary of Centrepoint Alliance Limited (ASX: CAF) — a diversified Australian financial services group listed on the ASX.

03 — Our Licence
Established
2001

AFSL
No. 253045

Jurisdiction
Australia

Ventura FM has operated as an Australian financial services business for over two decades under Australian Financial Services Licence No. 253045.

04 — Our Services

Four key functions.

  • 1

    Investment Manager

    Ventura constructs and manages investment portfolios across multiple asset classes, delivering risk-profiled solutions designed to meet the needs of Australian investors at every stage of their financial journey.

  • 2

    Responsible Entity

    Ventura acts as Responsible Entity for its managed investment schemes, taking accountability for the governance, compliance and ongoing operation of the funds we oversee.

  • 3

    IDPS Operator

    Investor-directed portfolio service, Ventura provides investors and their advisers with a flexible, professionally administered platform for managing investment portfolios.

  • 4

    Super Promoter

    Ventura promotes the IconiQ superannuation solution, giving Australians access to a quality superannuation offering supported by our investment expertise and administration capabilities.