The difference between a merely prosperous society and a truly great one lies in the strength of its non-profit sector – often referred to as the ‘third sector’ of our society (with business and government being the other two).
With a strong third sector, we have within our grasp the means and opportunity to create the truly great Australia that we want – for ourselves, for our families, for our neighbours and for future generations. But this goal will only be accomplished if all sectors – business, government and non-profit – work together in new ways.
The creation of the Third Link Growth Fund (the Fund) is a unique and pioneering way of contributing to that goal. Not only does it provide you with the opportunity to participate in a professionally managed Australian equities investment fund, but all fees received (net of expenses incurred) by Third Link Investment Managers Pty Limited from managing the Fund’s investments, go to support the non-profit sector (see the Community section of this web site). The Fund’s name signifies this important connection between the third sector and you.
Chris Cuffe is the founder of Third Link Investment Managers Pty Limited, the investment manager of the Fund. Chris has spent more than 30 years in the investment management industry as well as devoting a considerable amount of his time to assisting the non-profit sector. Thinking about innovative ways to assist the work of this sector led Chris to initiate the creation of the Third Link Growth Fund in 2008.
The objective of the Fund is to provide an investment in Australian listed shares. The Fund aims to outperform the S&P/ASX 300 Accumulation Index after fees over rolling 5 year periods. The Fund extensively invests in other managed investment funds run by professional third party investment managers.
The charitable contributions made by the Manager is not an additional expense for investors on top of the normal fees and expenses of managing the Fund and does not dilute investment returns. Rather, it stems from the extraordinary and generous support of a number of investment and service professionals who have agreed to waive some or all of the fees that would otherwise be due to them for services rendered. Instead, these waived fees are diverted, in effect, to the non-profit sector.