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        <title>AdviserVoiceThird Link Archives - AdviserVoice</title>
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                <title>Third Link Growth Fund expands Investment Committee with experienced industry leader</title>
                <link>https://www.adviservoice.com.au/2026/04/third-link-growth-fund-expands-investment-committee-with-experienced-industry-leader/</link>
                <comments>https://www.adviservoice.com.au/2026/04/third-link-growth-fund-expands-investment-committee-with-experienced-industry-leader/#respond</comments>
                <pubDate>Tue, 28 Apr 2026 21:25:15 +0000</pubDate>
                <dc:creator>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
		<category><![CDATA[David Wright]]></category>
		<category><![CDATA[Jason Coggins]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111071</guid>
                                    <description><![CDATA[<div id="attachment_85460" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-85460" class="size-full wp-image-85460" src="https://www.adviservoice.com.au/wp-content/uploads/2022/10/wright-david-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/10/wright-david-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/10/wright-david-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-85460" class="wp-caption-text">David Wright</p></div>
<h3>The Third Link Growth Fund is pleased to announce the appointment of David Wright to its Investment Committee, where he joins Chris Cuffe and Jason Coggins, further strengthening the Fund’s governance and investment oversight capabilities to ensure disciplined decision making.</h3>
<p>Managed and founded by Chris Cuffe AO, the Fund stands out as a unique Australian equities fund-of-funds designed to generate strong, long term investment returns while channelling profits toward meaningful community outcomes. Employing an active multi-manager approach, the Fund invests with a line up of high quality Australian equity managers to optimise performance and diversify exposure across market segments.</p>
<p>David Wright brings more than 30 years of financial services experience in investment research and consulting. For the past 23 years, he was Co-Founder of Zenith Investment Partners, where he served as CEO and Investment Director. During his tenure, Zenith became one of Australia’s leading investment research and ratings firms, supporting advisers, institutions, and asset managers with investment insights and fund research.</p>
<p>Jason Coggins joined the Third Link investment committee in June 2025 and has more than 20 years of experience in financial services, spanning banking, private wealth, and asset consultancy.</p>
<p>Together with Chris Cuffe they will challenge the current investment thinking and ensure disciplined decision making.</p>
<p>“David’s breadth of experience and proven track record in investment research and consulting makes him a valuable addition to the Investment Committee. His insights and critical thinking will enhance our ability to deliver strong outcomes for our investors,” says Cuffe.</p>
<p>“The Third Link fund invests in underlying active managers who are purposefully attempting to beat their various indexes by really considering their capital allocations, rather than simply investing based on the market cap size.</p>
<p>“With the ongoing market uncertainty, many would say active managers have been hit hard in the last few months. However, I have seen similar market environments come and go. I believe active managers, particularly in Australian equities, do prevail as volatile periods subside,” Cuffe adds.</p>
<p>With approximately $140 million in funds under management, Third Link’s multi-manager Australian Equities Fund of Funds has been running for over 17 years and has delivered 8.9% per annum (net) since February 2012*.</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6><strong><span data-olk-copy-source="MessageBody">*</span></strong><a title="https://link.mediaoutreach.meltwater.com/ls/click?upn=u001.gccqkd4Zzz8DJa07EIHaopgoSABBRK2S-2BQ98cHYZYViRqU0iIM-2FxyKd9hR-2B8kJ222SroGQY3EYc5Iu3ufpBzHMmuhWyCa2Rx2apcLH8ZUe6ONLuReOUYuLRM1VXJHjk-2BnZzA_pIbxPfpDI69aAybPrpOfg8ajzA4hzwwEyNPuCspdWIQlMPyorI9-2BDBu5kc48ytIEGgFJRc-2BDlh3Ovw7j2b0UlkYE-2Bk9haUEKgKZ3976BHSaz2rwZ-2Bstb-2FF9PjhSSUUIrTeWQsba-2F3NxCqQFidXpIRTIANZ3Jp70BFnokIm04DgYSq-2FpPGAJMo7EsDWIL5dNg12zdk8KLn3-2BKnY2aijjLJFdY7hXihE30Ym1UgtGYFNSPwaO8-2B243idodyu2ppxnqIPs1U1EHGia-2BI8ilmoYjJe6ApSvv3TZA37L1XWvTnVOJSu8FUzS3b5TiOlgtCKTU-2BSOUEGBQ1FqkCcngjjtQ6g09kkJlN4DesmfqQZcW4J3GMRgzlKPmV04xWjSAYEI8d9m12jYCUiBGzM5BdcVrIQ-3D-3D" href="https://link.mediaoutreach.meltwater.com/ls/click?upn=u001.gccqkd4Zzz8DJa07EIHaopgoSABBRK2S-2BQ98cHYZYViRqU0iIM-2FxyKd9hR-2B8kJ222SroGQY3EYc5Iu3ufpBzHMmuhWyCa2Rx2apcLH8ZUe6ONLuReOUYuLRM1VXJHjk-2BnZzA_pIbxPfpDI69aAybPrpOfg8ajzA4hzwwEyNPuCspdWIQlMPyorI9-2BDBu5kc48ytIEGgFJRc-2BDlh3Ovw7j2b0UlkYE-2Bk9haUEKgKZ3976BHSaz2rwZ-2Bstb-2FF9PjhSSUUIrTeWQsba-2F3NxCqQFidXpIRTIANZ3Jp70BFnokIm04DgYSq-2FpPGAJMo7EsDWIL5dNg12zdk8KLn3-2BKnY2aijjLJFdY7hXihE30Ym1UgtGYFNSPwaO8-2B243idodyu2ppxnqIPs1U1EHGia-2BI8ilmoYjJe6ApSvv3TZA37L1XWvTnVOJSu8FUzS3b5TiOlgtCKTU-2BSOUEGBQ1FqkCcngjjtQ6g09kkJlN4DesmfqQZcW4J3GMRgzlKPmV04xWjSAYEI8d9m12jYCUiBGzM5BdcVrIQ-3D-3D" target="_blank" rel="noopener noreferrer" data-auth="NotApplicable" data-linkindex="0">Third Link Growth Fund Investor Webinar Recording &#8211; Third Link</a></h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_85460" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-85460" class="size-full wp-image-85460" src="https://www.adviservoice.com.au/wp-content/uploads/2022/10/wright-david-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/10/wright-david-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/10/wright-david-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-85460" class="wp-caption-text">David Wright</p></div>
<h3>The Third Link Growth Fund is pleased to announce the appointment of David Wright to its Investment Committee, where he joins Chris Cuffe and Jason Coggins, further strengthening the Fund’s governance and investment oversight capabilities to ensure disciplined decision making.</h3>
<p>Managed and founded by Chris Cuffe AO, the Fund stands out as a unique Australian equities fund-of-funds designed to generate strong, long term investment returns while channelling profits toward meaningful community outcomes. Employing an active multi-manager approach, the Fund invests with a line up of high quality Australian equity managers to optimise performance and diversify exposure across market segments.</p>
<p>David Wright brings more than 30 years of financial services experience in investment research and consulting. For the past 23 years, he was Co-Founder of Zenith Investment Partners, where he served as CEO and Investment Director. During his tenure, Zenith became one of Australia’s leading investment research and ratings firms, supporting advisers, institutions, and asset managers with investment insights and fund research.</p>
<p>Jason Coggins joined the Third Link investment committee in June 2025 and has more than 20 years of experience in financial services, spanning banking, private wealth, and asset consultancy.</p>
<p>Together with Chris Cuffe they will challenge the current investment thinking and ensure disciplined decision making.</p>
<p>“David’s breadth of experience and proven track record in investment research and consulting makes him a valuable addition to the Investment Committee. His insights and critical thinking will enhance our ability to deliver strong outcomes for our investors,” says Cuffe.</p>
<p>“The Third Link fund invests in underlying active managers who are purposefully attempting to beat their various indexes by really considering their capital allocations, rather than simply investing based on the market cap size.</p>
<p>“With the ongoing market uncertainty, many would say active managers have been hit hard in the last few months. However, I have seen similar market environments come and go. I believe active managers, particularly in Australian equities, do prevail as volatile periods subside,” Cuffe adds.</p>
<p>With approximately $140 million in funds under management, Third Link’s multi-manager Australian Equities Fund of Funds has been running for over 17 years and has delivered 8.9% per annum (net) since February 2012*.</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6><strong><span data-olk-copy-source="MessageBody">*</span></strong><a title="https://link.mediaoutreach.meltwater.com/ls/click?upn=u001.gccqkd4Zzz8DJa07EIHaopgoSABBRK2S-2BQ98cHYZYViRqU0iIM-2FxyKd9hR-2B8kJ222SroGQY3EYc5Iu3ufpBzHMmuhWyCa2Rx2apcLH8ZUe6ONLuReOUYuLRM1VXJHjk-2BnZzA_pIbxPfpDI69aAybPrpOfg8ajzA4hzwwEyNPuCspdWIQlMPyorI9-2BDBu5kc48ytIEGgFJRc-2BDlh3Ovw7j2b0UlkYE-2Bk9haUEKgKZ3976BHSaz2rwZ-2Bstb-2FF9PjhSSUUIrTeWQsba-2F3NxCqQFidXpIRTIANZ3Jp70BFnokIm04DgYSq-2FpPGAJMo7EsDWIL5dNg12zdk8KLn3-2BKnY2aijjLJFdY7hXihE30Ym1UgtGYFNSPwaO8-2B243idodyu2ppxnqIPs1U1EHGia-2BI8ilmoYjJe6ApSvv3TZA37L1XWvTnVOJSu8FUzS3b5TiOlgtCKTU-2BSOUEGBQ1FqkCcngjjtQ6g09kkJlN4DesmfqQZcW4J3GMRgzlKPmV04xWjSAYEI8d9m12jYCUiBGzM5BdcVrIQ-3D-3D" href="https://link.mediaoutreach.meltwater.com/ls/click?upn=u001.gccqkd4Zzz8DJa07EIHaopgoSABBRK2S-2BQ98cHYZYViRqU0iIM-2FxyKd9hR-2B8kJ222SroGQY3EYc5Iu3ufpBzHMmuhWyCa2Rx2apcLH8ZUe6ONLuReOUYuLRM1VXJHjk-2BnZzA_pIbxPfpDI69aAybPrpOfg8ajzA4hzwwEyNPuCspdWIQlMPyorI9-2BDBu5kc48ytIEGgFJRc-2BDlh3Ovw7j2b0UlkYE-2Bk9haUEKgKZ3976BHSaz2rwZ-2Bstb-2FF9PjhSSUUIrTeWQsba-2F3NxCqQFidXpIRTIANZ3Jp70BFnokIm04DgYSq-2FpPGAJMo7EsDWIL5dNg12zdk8KLn3-2BKnY2aijjLJFdY7hXihE30Ym1UgtGYFNSPwaO8-2B243idodyu2ppxnqIPs1U1EHGia-2BI8ilmoYjJe6ApSvv3TZA37L1XWvTnVOJSu8FUzS3b5TiOlgtCKTU-2BSOUEGBQ1FqkCcngjjtQ6g09kkJlN4DesmfqQZcW4J3GMRgzlKPmV04xWjSAYEI8d9m12jYCUiBGzM5BdcVrIQ-3D-3D" target="_blank" rel="noopener noreferrer" data-auth="NotApplicable" data-linkindex="0">Third Link Growth Fund Investor Webinar Recording &#8211; Third Link</a></h6>
<p>The post <a href="https://www.adviservoice.com.au/2026/04/third-link-growth-fund-expands-investment-committee-with-experienced-industry-leader/">Third Link Growth Fund expands Investment Committee with experienced industry leader</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                    <item>
                <title>Chris Cuffe makes his private fund public</title>
                <link>https://www.adviservoice.com.au/2026/03/chris-cuffe-makes-his-private-fund-public/</link>
                <comments>https://www.adviservoice.com.au/2026/03/chris-cuffe-makes-his-private-fund-public/#respond</comments>
                <pubDate>Mon, 16 Mar 2026 20:15:05 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=110110</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>“Family, friends and business colleagues are constantly asking me whether I can assist them with investing, so I thought I might as well do it properly,” says well known Australian funds management executive Chris Cuffe.</h3>
<p>Mr Cuffe has recently taken over the full management and ownership of the Partners Horizon Fund, a fund now offered to Australian wholesale investors that he has been jointly managing privately for another family over the past three years.</p>
<p>“This fund was created three years ago and it has performed well through recent volatility. I’ve now been convinced to take over the full management rights and selectively open it to other local investors.”</p>
<p>The multi-asset fund adopts a balanced growth strategy combined with what Mr Cuffe describes as “very active” management.</p>
<p>It has generated returns of more than 10 per cent per annum over the past three years. The recommended minimum investment horizon is also three years.</p>
<p>“I wanted a ‘sleep at night’ fund that I would be comfortable investing my own family’s money in,” he says. “As a result, I’ve brought together some of the best ideas I’ve seen over the past four decades from my experience.”</p>
<p>The multi asset fund currently holds around 40 investments across listed Australian and global equities, private equity, venture capital, private credit and property.</p>
<p>The fund, which is currently approximately $20 million in size, is expected to be capped at $100 million. The minimum investment is $250,000.</p>
<p>The management fee is 0.5 per cent per annum and will be capped at a set dollar amount, a potential first in this industry. There is no performance fee. The underlying funds invested in have their own management/performance fees.</p>
<p>Addressing transparency concerns, Mr Cuffe said the portfolio is predominantly invested locally. “I like to be able to eyeball the person running the money,” he said. “Investors need to understand the people, the process and the investments.”</p>
<p>Mr Cuffe is the founding director and portfolio manager of the Third Link Growth Fund and a member of the investment committees of several ultra-high net worth families. He is also founder and portfolio manager of the Australian Philanthropic Services Foundation and chairman of listed Hearts and Minds Investments Ltd.</p>
<p>The Third Link Growth Fund is a unique Australian equities fund-of funds, designed to deliver competitive long-term returns while simultaneously supporting impactful charitable outcomes. What truly sets the Fund apart is its structure. No performance fees are charged, either by its underlying fund managers or at the Fund level, resulting in materially lower costs for investors and, over time, stronger net returns. Importantly, the management fees incurred by investors, post expenses, are donated to charity, enhancing the Fund’s positive impact.</p>
<p>Chris has many years of experience in building successful wealth management practices, most notably at Colonial First State which he joined in 1988. He was instrumental in taking the company from a start-up operation to become Australia’s largest investment manager during his fourteen-year tenure. Chris then joined Challenger Financial Services Group in early 2003 as Chief Executive Officer.</p>
<p>Chris is now involved in a portfolio of activities including several directorships, investment committees and in various roles assisting the not-for-profit sector. These include:</p>
<ul>
<li>Chairman of Hearts and Minds Investments Limited and non-executive director of Global Value Fund Limited and Argo Investments Limited (investment companies listed on the Australian Securities Exchange)</li>
<li>Investment Committee member of the Paul Ramsay Foundation</li>
<li>Non-executive director of Keyview Financial Group, a private debt company, and</li>
<li>Founding director and portfolio manager of Third Link Growth Fund (a managed investment scheme investing in Australian shares where the management fees received are donated to charity).</li>
</ul>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>“Family, friends and business colleagues are constantly asking me whether I can assist them with investing, so I thought I might as well do it properly,” says well known Australian funds management executive Chris Cuffe.</h3>
<p>Mr Cuffe has recently taken over the full management and ownership of the Partners Horizon Fund, a fund now offered to Australian wholesale investors that he has been jointly managing privately for another family over the past three years.</p>
<p>“This fund was created three years ago and it has performed well through recent volatility. I’ve now been convinced to take over the full management rights and selectively open it to other local investors.”</p>
<p>The multi-asset fund adopts a balanced growth strategy combined with what Mr Cuffe describes as “very active” management.</p>
<p>It has generated returns of more than 10 per cent per annum over the past three years. The recommended minimum investment horizon is also three years.</p>
<p>“I wanted a ‘sleep at night’ fund that I would be comfortable investing my own family’s money in,” he says. “As a result, I’ve brought together some of the best ideas I’ve seen over the past four decades from my experience.”</p>
<p>The multi asset fund currently holds around 40 investments across listed Australian and global equities, private equity, venture capital, private credit and property.</p>
<p>The fund, which is currently approximately $20 million in size, is expected to be capped at $100 million. The minimum investment is $250,000.</p>
<p>The management fee is 0.5 per cent per annum and will be capped at a set dollar amount, a potential first in this industry. There is no performance fee. The underlying funds invested in have their own management/performance fees.</p>
<p>Addressing transparency concerns, Mr Cuffe said the portfolio is predominantly invested locally. “I like to be able to eyeball the person running the money,” he said. “Investors need to understand the people, the process and the investments.”</p>
<p>Mr Cuffe is the founding director and portfolio manager of the Third Link Growth Fund and a member of the investment committees of several ultra-high net worth families. He is also founder and portfolio manager of the Australian Philanthropic Services Foundation and chairman of listed Hearts and Minds Investments Ltd.</p>
<p>The Third Link Growth Fund is a unique Australian equities fund-of funds, designed to deliver competitive long-term returns while simultaneously supporting impactful charitable outcomes. What truly sets the Fund apart is its structure. No performance fees are charged, either by its underlying fund managers or at the Fund level, resulting in materially lower costs for investors and, over time, stronger net returns. Importantly, the management fees incurred by investors, post expenses, are donated to charity, enhancing the Fund’s positive impact.</p>
<p>Chris has many years of experience in building successful wealth management practices, most notably at Colonial First State which he joined in 1988. He was instrumental in taking the company from a start-up operation to become Australia’s largest investment manager during his fourteen-year tenure. Chris then joined Challenger Financial Services Group in early 2003 as Chief Executive Officer.</p>
<p>Chris is now involved in a portfolio of activities including several directorships, investment committees and in various roles assisting the not-for-profit sector. These include:</p>
<ul>
<li>Chairman of Hearts and Minds Investments Limited and non-executive director of Global Value Fund Limited and Argo Investments Limited (investment companies listed on the Australian Securities Exchange)</li>
<li>Investment Committee member of the Paul Ramsay Foundation</li>
<li>Non-executive director of Keyview Financial Group, a private debt company, and</li>
<li>Founding director and portfolio manager of Third Link Growth Fund (a managed investment scheme investing in Australian shares where the management fees received are donated to charity).</li>
</ul>
<p>The post <a href="https://www.adviservoice.com.au/2026/03/chris-cuffe-makes-his-private-fund-public/">Chris Cuffe makes his private fund public</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Third Link Growth Fund clocks record giving, donates more than $1.7 million in FY 25</title>
                <link>https://www.adviservoice.com.au/2026/02/third-link-growth-fund-clocks-record-giving-donates-more-than-1-7-million-in-fy-25/</link>
                <comments>https://www.adviservoice.com.au/2026/02/third-link-growth-fund-clocks-record-giving-donates-more-than-1-7-million-in-fy-25/#respond</comments>
                <pubDate>Mon, 09 Feb 2026 20:20:33 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Community]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=109282</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3 class="x_elementToProof">The Third Link Growth Fund has released FY 25 Impact Report, highlighting a year of record donations, bringing total charitable contributions since inception to approximately $23.5 million.</h3>
<p class="x_elementToProof">The Third Link Growth Fund is a unique Australian equities fund-of funds, designed to deliver competitive long-term returns while simultaneously supporting impactful charitable outcomes. What truly sets the Fund apart is its structure. No performance fees are charged, either by its underlying fund managers or at the Fund level, resulting in materially lower costs for investors and, over time, stronger net returns. Importantly, the management fees incurred by investors, post expenses, are donated to charity, enhancing the Fund’s positive impact.</p>
<p class="x_elementToProof">Chris Cuffe, Founder and CIO of the Third Link Growth Fund noted, “Third Link is guided by a simple but powerful idea: that strong, long-term investment returns and meaningful community impact do not have to be mutually exclusive. In FY25 alone, the Fund donated more than $1.7 million, bringing total charitable contributions since inception to approximately $23.5 million as at 30 June 2025.</p>
<p class="x_elementToProof">“Our philanthropic approach is deliberate and focused. We aim to partner with a small number of organisations that take a systems based approach to tackling complex social issues &#8211; working collaboratively with key stakeholders and complementary services to create lasting change.</p>
<p class="x_elementToProof">“Our giving reflects a national footprint, representative of our investor base and grounded in the belief that a prosperous Australia is one in which all people can thrive, regardless of background, ethnicity, gender, ability, or geographic location.”</p>
<p class="x_elementToProof">The report highlighted the three pillars of impact:</p>
<ol>
<li class="x_elementToProof"><strong>Amplify</strong>: Amplifying the voice of young people. Ensuring young people are agents in conversations that concern them and their futures.</li>
<li class="x_elementToProof"><strong>Employ</strong>: Pathways for employment for at risk young people. Supporting organisations that work towards employability for the most disadvantaged and at-risk young people.</li>
<li class="x_elementToProof"><strong>Catalyse</strong>: Funding organisations that are having a systemic impact, including advancing informed public debate.</li>
</ol>
<p class="x_elementToProof">“The impact Third Link is able to deliver would not be possible without the generosity and shared commitment of our investment partners. Our underlying fund managers rebate their management fees and do not charge performance fees, enabling all management fees incurred by investors, post expenses, to be donated directly to our charity partners,” added Cuffe.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3 class="x_elementToProof">The Third Link Growth Fund has released FY 25 Impact Report, highlighting a year of record donations, bringing total charitable contributions since inception to approximately $23.5 million.</h3>
<p class="x_elementToProof">The Third Link Growth Fund is a unique Australian equities fund-of funds, designed to deliver competitive long-term returns while simultaneously supporting impactful charitable outcomes. What truly sets the Fund apart is its structure. No performance fees are charged, either by its underlying fund managers or at the Fund level, resulting in materially lower costs for investors and, over time, stronger net returns. Importantly, the management fees incurred by investors, post expenses, are donated to charity, enhancing the Fund’s positive impact.</p>
<p class="x_elementToProof">Chris Cuffe, Founder and CIO of the Third Link Growth Fund noted, “Third Link is guided by a simple but powerful idea: that strong, long-term investment returns and meaningful community impact do not have to be mutually exclusive. In FY25 alone, the Fund donated more than $1.7 million, bringing total charitable contributions since inception to approximately $23.5 million as at 30 June 2025.</p>
<p class="x_elementToProof">“Our philanthropic approach is deliberate and focused. We aim to partner with a small number of organisations that take a systems based approach to tackling complex social issues &#8211; working collaboratively with key stakeholders and complementary services to create lasting change.</p>
<p class="x_elementToProof">“Our giving reflects a national footprint, representative of our investor base and grounded in the belief that a prosperous Australia is one in which all people can thrive, regardless of background, ethnicity, gender, ability, or geographic location.”</p>
<p class="x_elementToProof">The report highlighted the three pillars of impact:</p>
<ol>
<li class="x_elementToProof"><strong>Amplify</strong>: Amplifying the voice of young people. Ensuring young people are agents in conversations that concern them and their futures.</li>
<li class="x_elementToProof"><strong>Employ</strong>: Pathways for employment for at risk young people. Supporting organisations that work towards employability for the most disadvantaged and at-risk young people.</li>
<li class="x_elementToProof"><strong>Catalyse</strong>: Funding organisations that are having a systemic impact, including advancing informed public debate.</li>
</ol>
<p class="x_elementToProof">“The impact Third Link is able to deliver would not be possible without the generosity and shared commitment of our investment partners. Our underlying fund managers rebate their management fees and do not charge performance fees, enabling all management fees incurred by investors, post expenses, to be donated directly to our charity partners,” added Cuffe.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/02/third-link-growth-fund-clocks-record-giving-donates-more-than-1-7-million-in-fy-25/">Third Link Growth Fund clocks record giving, donates more than $1.7 million in FY 25</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Driving social impact, Third Link Growth Fund outperforms benchmark with 7.8% quarterly return</title>
                <link>https://www.adviservoice.com.au/2025/10/driving-social-impact-third-link-growth-fund-outperforms-benchmark-with-7-8-quarterly-return/</link>
                <comments>https://www.adviservoice.com.au/2025/10/driving-social-impact-third-link-growth-fund-outperforms-benchmark-with-7-8-quarterly-return/#respond</comments>
                <pubDate>Wed, 22 Oct 2025 20:15:00 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=107193</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>The Third Link Growth Fund has delivered a 7.8% return for the September 2025 quarter, outperforming its benchmark, the S&amp;P/ASX 300 Accumulation Index, which rose 5.0% over the same period.</h3>
<p>Managed by Chris Cuffe AO, the Fund stands out as a unique Australian equities fund-of-funds designed to generate strong, long-term investment returns while channelling profits toward meaningful community outcomes. Employing an active multi-manager approach, the Fund invests with a carefully curated group of high quality Australian equity managers to optimise performance and diversify exposure across market segments.</p>
<p>A key differentiator is its innovative fee model &#8211; no performance fees are charged at either the Fund or manager level. Instead, all fees paid by investors, after expenses, are donated to charities, amplifying the Fund’s dual mission of delivering financial performance and social contribution.</p>
<p>During the September quarter, small and mid-cap managers, including Firetrail, 1851 Capital, Eley Griffiths, Auscap, and Eiger, were among the standout contributors.</p>
<p>Their selective exposure to quality growth companies and disciplined stock selection underpinned strong returns.<br />
Cuffe said the environment for smaller companies is improving.</p>
<p>“Small companies are increasingly poised for a comeback, reflecting attractive valuations and stronger earnings momentum within the segment. Funds with exposure to gold and gold mining companies also performed well, supported by a rally in gold prices during the quarter,” he noted.</p>
<p>“While short-term movements continue to reflect macroeconomic noise, we remain confident in the portfolio’s balance of quality and growth exposures. The Fund’s underlying managers continue to focus on companies with strong fundamentals, earnings resilience, and the ability to compound value over time.”</p>
<p>Continuing its commitment to social good, the Third Link Growth Fund donated $425,000 to charity this quarter, bringing total charitable contributions to $24 million since inception- a testament to its model of investing for both profit and purpose.<br />
The underlying fund managers are:</p>
<ul>
<li>1851 Emerging Companies Fund</li>
<li>Auscap Ex-20 Australian Equities Fund</li>
<li>Australian Eagle Equities Fund</li>
<li>Chester High Conviction Fund</li>
<li>DNR Capital Australian Equities High Conviction Fund</li>
<li>ECP Growth Companies Fund</li>
<li>Eiger Small Companies Fund</li>
<li>Eley Griffiths Group Mid Cap Fund</li>
<li>Firetrail Australian Small Companies Fund</li>
<li>Greencape Wholesale High Conviction Fund</li>
<li>L1 Capital Catalyst Fund</li>
<li>Lennox Capital Australian Small Companies Fund</li>
<li>Spheria Opportunities Fund</li>
</ul>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>The Third Link Growth Fund has delivered a 7.8% return for the September 2025 quarter, outperforming its benchmark, the S&amp;P/ASX 300 Accumulation Index, which rose 5.0% over the same period.</h3>
<p>Managed by Chris Cuffe AO, the Fund stands out as a unique Australian equities fund-of-funds designed to generate strong, long-term investment returns while channelling profits toward meaningful community outcomes. Employing an active multi-manager approach, the Fund invests with a carefully curated group of high quality Australian equity managers to optimise performance and diversify exposure across market segments.</p>
<p>A key differentiator is its innovative fee model &#8211; no performance fees are charged at either the Fund or manager level. Instead, all fees paid by investors, after expenses, are donated to charities, amplifying the Fund’s dual mission of delivering financial performance and social contribution.</p>
<p>During the September quarter, small and mid-cap managers, including Firetrail, 1851 Capital, Eley Griffiths, Auscap, and Eiger, were among the standout contributors.</p>
<p>Their selective exposure to quality growth companies and disciplined stock selection underpinned strong returns.<br />
Cuffe said the environment for smaller companies is improving.</p>
<p>“Small companies are increasingly poised for a comeback, reflecting attractive valuations and stronger earnings momentum within the segment. Funds with exposure to gold and gold mining companies also performed well, supported by a rally in gold prices during the quarter,” he noted.</p>
<p>“While short-term movements continue to reflect macroeconomic noise, we remain confident in the portfolio’s balance of quality and growth exposures. The Fund’s underlying managers continue to focus on companies with strong fundamentals, earnings resilience, and the ability to compound value over time.”</p>
<p>Continuing its commitment to social good, the Third Link Growth Fund donated $425,000 to charity this quarter, bringing total charitable contributions to $24 million since inception- a testament to its model of investing for both profit and purpose.<br />
The underlying fund managers are:</p>
<ul>
<li>1851 Emerging Companies Fund</li>
<li>Auscap Ex-20 Australian Equities Fund</li>
<li>Australian Eagle Equities Fund</li>
<li>Chester High Conviction Fund</li>
<li>DNR Capital Australian Equities High Conviction Fund</li>
<li>ECP Growth Companies Fund</li>
<li>Eiger Small Companies Fund</li>
<li>Eley Griffiths Group Mid Cap Fund</li>
<li>Firetrail Australian Small Companies Fund</li>
<li>Greencape Wholesale High Conviction Fund</li>
<li>L1 Capital Catalyst Fund</li>
<li>Lennox Capital Australian Small Companies Fund</li>
<li>Spheria Opportunities Fund</li>
</ul>
<p>The post <a href="https://www.adviservoice.com.au/2025/10/driving-social-impact-third-link-growth-fund-outperforms-benchmark-with-7-8-quarterly-return/">Driving social impact, Third Link Growth Fund outperforms benchmark with 7.8% quarterly return</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Third Link Growth Fund teams up with Andrew Denton’s Go Gentle Australia for new charity partnership</title>
                <link>https://www.adviservoice.com.au/2025/06/third-link-growth-fund-teams-up-with-andrew-dentons-go-gentle-australia-for-new-charity-partnership/</link>
                <comments>https://www.adviservoice.com.au/2025/06/third-link-growth-fund-teams-up-with-andrew-dentons-go-gentle-australia-for-new-charity-partnership/#respond</comments>
                <pubDate>Tue, 10 Jun 2025 21:05:22 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Community]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=103922</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>The Third Link Growth Fund has unveiled a new philanthropic partnership with Go Gentle Australia, a not-for-profit organisation founded by well-respected broadcaster Andrew Denton in 2016. The charity is dedicated to enhancing end-of-life choices in Australia through education, advocacy and support for voluntary assisted dying (VAD) laws and services.</h3>
<p>Go Gentle Australia has been instrumental in the implementation of VAD laws across all Australian states, and today, 98 per cent of Australians live in areas where VAD is a legal option for eligible terminally ill individuals. As the legal framework solidifies nationwide, the organisation’s current focus is on ensuring these laws are upheld and delivered equitably and compassionately.</p>
<p>The Third Link Growth Fund, established in 2008 by Chris Cuffe, is known for its pioneering impact investing model. Operating as a fund-of-funds, it allocates capital across a selection of Australian equities top-tier investment management firms. What sets it apart is its philanthropic fee structure: while the Fund collects a management fee, all net proceeds, after expenses, are donated to its nominated charities. To date, the Fund has contributed more than $23 million to charitable organisations focused on children, education and social welfare.</p>
<p>Chris Cuffe, co-founder and Portfolio Manager of the Third Link Growth Fund, described the partnership as a natural alignment with the Fund’s values. “Supporting Go Gentle Australia aligns with Third Link’s purpose-driven commitment to making a meaningful difference in our community. We are proud to stand alongside an organisation that advocates for vulnerable Australians and the right to choice at the end of life.”</p>
<p>Go Gentle Australia’s CEO, Dr Linda Swan, welcomed the collaboration, emphasising the importance of continued support. “VAD is a deeply personal and often confronting topic, yet it touches the lives of many. But the law alone is not enough. We need education, funding and the ongoing courage to challenge stigma and opposition. Third Link’s partnership enables us to keep moving forward.”</p>
<p>Cuffe emphasised the unique strength of the Fund’s model in delivering both competitive investment performance and tangible community benefits. “Third Link Growth Fund directs all management fees, after costs, to a carefully selected group of charities making a measurable impact across Australia. Our model allows investors to benefit from high-quality professional investment management and competitive returns while simultaneously supporting charitable causes, without any reduction in their investment capital or returns.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>The Third Link Growth Fund has unveiled a new philanthropic partnership with Go Gentle Australia, a not-for-profit organisation founded by well-respected broadcaster Andrew Denton in 2016. The charity is dedicated to enhancing end-of-life choices in Australia through education, advocacy and support for voluntary assisted dying (VAD) laws and services.</h3>
<p>Go Gentle Australia has been instrumental in the implementation of VAD laws across all Australian states, and today, 98 per cent of Australians live in areas where VAD is a legal option for eligible terminally ill individuals. As the legal framework solidifies nationwide, the organisation’s current focus is on ensuring these laws are upheld and delivered equitably and compassionately.</p>
<p>The Third Link Growth Fund, established in 2008 by Chris Cuffe, is known for its pioneering impact investing model. Operating as a fund-of-funds, it allocates capital across a selection of Australian equities top-tier investment management firms. What sets it apart is its philanthropic fee structure: while the Fund collects a management fee, all net proceeds, after expenses, are donated to its nominated charities. To date, the Fund has contributed more than $23 million to charitable organisations focused on children, education and social welfare.</p>
<p>Chris Cuffe, co-founder and Portfolio Manager of the Third Link Growth Fund, described the partnership as a natural alignment with the Fund’s values. “Supporting Go Gentle Australia aligns with Third Link’s purpose-driven commitment to making a meaningful difference in our community. We are proud to stand alongside an organisation that advocates for vulnerable Australians and the right to choice at the end of life.”</p>
<p>Go Gentle Australia’s CEO, Dr Linda Swan, welcomed the collaboration, emphasising the importance of continued support. “VAD is a deeply personal and often confronting topic, yet it touches the lives of many. But the law alone is not enough. We need education, funding and the ongoing courage to challenge stigma and opposition. Third Link’s partnership enables us to keep moving forward.”</p>
<p>Cuffe emphasised the unique strength of the Fund’s model in delivering both competitive investment performance and tangible community benefits. “Third Link Growth Fund directs all management fees, after costs, to a carefully selected group of charities making a measurable impact across Australia. Our model allows investors to benefit from high-quality professional investment management and competitive returns while simultaneously supporting charitable causes, without any reduction in their investment capital or returns.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/06/third-link-growth-fund-teams-up-with-andrew-dentons-go-gentle-australia-for-new-charity-partnership/">Third Link Growth Fund teams up with Andrew Denton’s Go Gentle Australia for new charity partnership</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Third Link Growth Fund bolsters Aussie equities exposure with new high performing investment managers</title>
                <link>https://www.adviservoice.com.au/2025/05/third-link-growth-fund-bolsters-aussie-equities-exposure-with-new-high-performing-investment-managers/</link>
                <comments>https://www.adviservoice.com.au/2025/05/third-link-growth-fund-bolsters-aussie-equities-exposure-with-new-high-performing-investment-managers/#respond</comments>
                <pubDate>Tue, 13 May 2025 20:02:10 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=103355</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>Third Link Growth Fund (Fund) has added three new Australian equity managers to its underlying portfolio: Australian Eagle Asset Management, Chester Asset Management and Firetrail Investments.</h3>
<p>These new additions will seek to enhance the Fund’s active manager line-up, broadening diversification and bolstering the Fund’s long-term return potential.</p>
<p>Founder and Portfolio Manager of the Third Link Growth Fund, Chris Cuffe AO, welcomed the additions and added, “We’re thrilled to welcome Australian Eagle, Chester, and Firetrail to the Fund. Their inclusion strengthens what is now a stellar line-up of investment managers. By leveraging their expertise, we aim to enhance investment performance for our investors, while continuing to support our nominated charities through the generous rebate of all management and performance fees.”</p>
<p>Australian Eagle Asset Management joins the Fund, through its distribution partner, Montgomery Investment Management with the Australian Eagle Equities Fund. The Australian Eagle Equities Fund is built on an award-winning strategy<sup>[1]</sup> that actively invests in a portfolio of 25 to 35 large-cap Australian listed companies, targeting capital growth over the long term. The investment team, led by Chief Investment Officer Sean Sequeria, seeks high-quality, undervalued companies with the potential to deliver exceptional returns. They focus on identifying companies with strong fundamentals undergoing meaningful change that can enhance their earnings profile and hold investments long term to allow these qualities to be reflected in the share price.</p>
<p>“We’re proud to contribute to the Third Link Growth Fund with a strategy that has consistently delivered excess returns over more than two decades,” said Sean Sequeria, Chief Investment Officer at Australian Eagle Asset Management. “This is a rare opportunity to combine investing excellence with a greater purpose and supporting the community.”</p>
<p>Chester Asset Management brings its Chester High Conviction Fund, an Australian equities fund focused on a concentrated portfolio of high-conviction stocks, aiming to outperform the S&amp;P/ASX 300 Accumulation Index. The strategy, which has been operating for over a decade, has delivered a strong seven-year performance track record and now manages over $1.5 billion in funds under management. Since 2013, the Fund has consistently outperformed the market by 5.8% per annum.<sup>[2]</sup><a title="#x__ftn2" href="https://outlook.office.com/mail/inbox/id/AAQkADUwZDY0NzJkLTY0ZWYtNDY4ZS05YjAwLWMyMGIwN2U3M2ZjYgAQAHEa7LTf5thGoMYZVoQzJfI%3D#x__ftn2" name="x__ftnref2" data-linkindex="1"></a></p>
<p>The fund is supported by deep fundamental research and ESG integration and has received significant industry acclaim, including Money Magazine’s Best Australian Shares Fund (2023 &amp; 2024) and Financial Newswire Fund Manager of the Year (2023). It is currently rated ‘Highly Recommended’ by Lonsec.</p>
<p>“We are thrilled to be part of the Third Link Growth Fund and support its dual mandate of returns and impact,” said Rob Tucker, Portfolio Manager at Chester Asset Management. “We are proud to contribute to a fund with such a meaningful purpose.”</p>
<p>Firetrail Investments joins the Fund with the Firetrail Australian Small Companies Fund, a high-conviction portfolio of the team’s most compelling small company investment ideas. The strategy is guided by deep-dive fundamental research and the belief that ‘every company has a price’. It targets companies outside the S&amp;P/ASX 100, aiming to uncover under-researched opportunities with attractive long-term growth potential.</p>
<p>The Firetrail Australian Small Companies Fund<sup>[3]</sup><a title="#x__ftn3" href="https://outlook.office.com/mail/inbox/id/AAQkADUwZDY0NzJkLTY0ZWYtNDY4ZS05YjAwLWMyMGIwN2U3M2ZjYgAQAHEa7LTf5thGoMYZVoQzJfI%3D#x__ftn3" name="x__ftnref3" data-linkindex="2"></a> aims to outperform the S&amp;P/ASX Small Ordinaries Accumulation Index over the medium to long term after fees. It holds a Highly Recommended rating from Lonsec and a Recommended rating from Zenith.</p>
<p>“Firetrail is excited to be partnering with the Third Link Growth Fund on what is a great initiative to deliver strong investment returns whilst simultaneously giving back to the community,” said Matthew Fist and Eleanor Swanson, Portfolio Managers at Firetrail Investments.</p>
<p>The Third Link Growth Fund now comprises the following underlying managers and access to the following funds.</p>
<ul type="disc">
<li>1851 Capital &#8211; 1851 Emerging Companies Fund</li>
<li>Australian Eagle Asset Management (via Montgomery Investment Management) &#8211; Australian Eagle Equities Fund</li>
<li>Auscap Asset Management &#8211; Auscap Ex-20 Australian Equities Fund (Ex-20 Fund)</li>
<li>Chester Asset Management &#8211; Chester High Conviction Fund</li>
<li>Cooper Investors &#8211; CI Australian Equities Fund</li>
<li>DNR Capital &#8211; DNR Capital Australian Equities High Conviction Fund</li>
<li>ECP Asset Management &#8211; ECP Growth Companies Fund</li>
<li>Eiger Capital &#8211; Eiger Australian Small Companies Fund</li>
<li>Eley Griffiths Group &#8211; Eley Griffiths Group Mid Cap Fund</li>
<li>Firetrail Investments &#8211; Firetrail Australian Small Companies Fund</li>
<li>Greencape Capital &#8211; Greencape Capital High Conviction Fund</li>
<li>L1 Capital &#8211; L1 Capital Catalyst Fund</li>
<li>Lennox Capital Partners &#8211; Lennox Australian Small Companies Fund</li>
<li>Pengana Capital &#8211; Pengana Emerging Companies Fund</li>
</ul>
<p>The Third Link Growth Fund is a unique Australian equities fund of funds that donates its management fee, net of expenses, to charities, made possible by the generosity of its underlying managers, who rebate all management and performance fees. Since inception<sup>[4]</sup>, the Fund has donated more than $23 million to non-profit organisations, while generating over 9.4% p.a net of fees in returns for its investors.</p>
<p>“We look forward to building strong relationships with these managers to drive long-term returns and deliver real social outcomes through ongoing charitable support,” said Cuffe.</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6><strong>Notes:</strong><br />
[1] Fundhost limited (ABN 69 092 517 987, AFSL 233045) is the responsible entity of The Australian Eagle Equities Fund (ARSN  647 519 542).  While the Australian Eagle Equities Fund was established January 2025 it utilises the Australian Eagle Equity Strategy (Long Only) (Strategy) offered only to wholesale clients.  Since 2005, the Strategy has outperformed the S&amp;P/ASX 100 Accumulation Index by 3.56% per annum (gross of fees) (from inception to 31 March 2025).<br />
[2] As at 30 April 2025<br />
[3] ARSN 638 792 133 issued by Pinnacle Fund services Limited (ABN 29 082 494 362, AFSL 238371) as the Responsible Entity<br />
[4] The Fund was registered on 12 March 2008, commenced operations on 18 April 2008, and commenced investing on 1 June 2008 as a multi-sector growth fund. In February 2012 the Fund&#8217;s investment strategy changed from multi-sector growth to Australian equities.</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>Third Link Growth Fund (Fund) has added three new Australian equity managers to its underlying portfolio: Australian Eagle Asset Management, Chester Asset Management and Firetrail Investments.</h3>
<p>These new additions will seek to enhance the Fund’s active manager line-up, broadening diversification and bolstering the Fund’s long-term return potential.</p>
<p>Founder and Portfolio Manager of the Third Link Growth Fund, Chris Cuffe AO, welcomed the additions and added, “We’re thrilled to welcome Australian Eagle, Chester, and Firetrail to the Fund. Their inclusion strengthens what is now a stellar line-up of investment managers. By leveraging their expertise, we aim to enhance investment performance for our investors, while continuing to support our nominated charities through the generous rebate of all management and performance fees.”</p>
<p>Australian Eagle Asset Management joins the Fund, through its distribution partner, Montgomery Investment Management with the Australian Eagle Equities Fund. The Australian Eagle Equities Fund is built on an award-winning strategy<sup>[1]</sup> that actively invests in a portfolio of 25 to 35 large-cap Australian listed companies, targeting capital growth over the long term. The investment team, led by Chief Investment Officer Sean Sequeria, seeks high-quality, undervalued companies with the potential to deliver exceptional returns. They focus on identifying companies with strong fundamentals undergoing meaningful change that can enhance their earnings profile and hold investments long term to allow these qualities to be reflected in the share price.</p>
<p>“We’re proud to contribute to the Third Link Growth Fund with a strategy that has consistently delivered excess returns over more than two decades,” said Sean Sequeria, Chief Investment Officer at Australian Eagle Asset Management. “This is a rare opportunity to combine investing excellence with a greater purpose and supporting the community.”</p>
<p>Chester Asset Management brings its Chester High Conviction Fund, an Australian equities fund focused on a concentrated portfolio of high-conviction stocks, aiming to outperform the S&amp;P/ASX 300 Accumulation Index. The strategy, which has been operating for over a decade, has delivered a strong seven-year performance track record and now manages over $1.5 billion in funds under management. Since 2013, the Fund has consistently outperformed the market by 5.8% per annum.<sup>[2]</sup><a title="#x__ftn2" href="https://outlook.office.com/mail/inbox/id/AAQkADUwZDY0NzJkLTY0ZWYtNDY4ZS05YjAwLWMyMGIwN2U3M2ZjYgAQAHEa7LTf5thGoMYZVoQzJfI%3D#x__ftn2" name="x__ftnref2" data-linkindex="1"></a></p>
<p>The fund is supported by deep fundamental research and ESG integration and has received significant industry acclaim, including Money Magazine’s Best Australian Shares Fund (2023 &amp; 2024) and Financial Newswire Fund Manager of the Year (2023). It is currently rated ‘Highly Recommended’ by Lonsec.</p>
<p>“We are thrilled to be part of the Third Link Growth Fund and support its dual mandate of returns and impact,” said Rob Tucker, Portfolio Manager at Chester Asset Management. “We are proud to contribute to a fund with such a meaningful purpose.”</p>
<p>Firetrail Investments joins the Fund with the Firetrail Australian Small Companies Fund, a high-conviction portfolio of the team’s most compelling small company investment ideas. The strategy is guided by deep-dive fundamental research and the belief that ‘every company has a price’. It targets companies outside the S&amp;P/ASX 100, aiming to uncover under-researched opportunities with attractive long-term growth potential.</p>
<p>The Firetrail Australian Small Companies Fund<sup>[3]</sup><a title="#x__ftn3" href="https://outlook.office.com/mail/inbox/id/AAQkADUwZDY0NzJkLTY0ZWYtNDY4ZS05YjAwLWMyMGIwN2U3M2ZjYgAQAHEa7LTf5thGoMYZVoQzJfI%3D#x__ftn3" name="x__ftnref3" data-linkindex="2"></a> aims to outperform the S&amp;P/ASX Small Ordinaries Accumulation Index over the medium to long term after fees. It holds a Highly Recommended rating from Lonsec and a Recommended rating from Zenith.</p>
<p>“Firetrail is excited to be partnering with the Third Link Growth Fund on what is a great initiative to deliver strong investment returns whilst simultaneously giving back to the community,” said Matthew Fist and Eleanor Swanson, Portfolio Managers at Firetrail Investments.</p>
<p>The Third Link Growth Fund now comprises the following underlying managers and access to the following funds.</p>
<ul type="disc">
<li>1851 Capital &#8211; 1851 Emerging Companies Fund</li>
<li>Australian Eagle Asset Management (via Montgomery Investment Management) &#8211; Australian Eagle Equities Fund</li>
<li>Auscap Asset Management &#8211; Auscap Ex-20 Australian Equities Fund (Ex-20 Fund)</li>
<li>Chester Asset Management &#8211; Chester High Conviction Fund</li>
<li>Cooper Investors &#8211; CI Australian Equities Fund</li>
<li>DNR Capital &#8211; DNR Capital Australian Equities High Conviction Fund</li>
<li>ECP Asset Management &#8211; ECP Growth Companies Fund</li>
<li>Eiger Capital &#8211; Eiger Australian Small Companies Fund</li>
<li>Eley Griffiths Group &#8211; Eley Griffiths Group Mid Cap Fund</li>
<li>Firetrail Investments &#8211; Firetrail Australian Small Companies Fund</li>
<li>Greencape Capital &#8211; Greencape Capital High Conviction Fund</li>
<li>L1 Capital &#8211; L1 Capital Catalyst Fund</li>
<li>Lennox Capital Partners &#8211; Lennox Australian Small Companies Fund</li>
<li>Pengana Capital &#8211; Pengana Emerging Companies Fund</li>
</ul>
<p>The Third Link Growth Fund is a unique Australian equities fund of funds that donates its management fee, net of expenses, to charities, made possible by the generosity of its underlying managers, who rebate all management and performance fees. Since inception<sup>[4]</sup>, the Fund has donated more than $23 million to non-profit organisations, while generating over 9.4% p.a net of fees in returns for its investors.</p>
<p>“We look forward to building strong relationships with these managers to drive long-term returns and deliver real social outcomes through ongoing charitable support,” said Cuffe.</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6><strong>Notes:</strong><br />
[1] Fundhost limited (ABN 69 092 517 987, AFSL 233045) is the responsible entity of The Australian Eagle Equities Fund (ARSN  647 519 542).  While the Australian Eagle Equities Fund was established January 2025 it utilises the Australian Eagle Equity Strategy (Long Only) (Strategy) offered only to wholesale clients.  Since 2005, the Strategy has outperformed the S&amp;P/ASX 100 Accumulation Index by 3.56% per annum (gross of fees) (from inception to 31 March 2025).<br />
[2] As at 30 April 2025<br />
[3] ARSN 638 792 133 issued by Pinnacle Fund services Limited (ABN 29 082 494 362, AFSL 238371) as the Responsible Entity<br />
[4] The Fund was registered on 12 March 2008, commenced operations on 18 April 2008, and commenced investing on 1 June 2008 as a multi-sector growth fund. In February 2012 the Fund&#8217;s investment strategy changed from multi-sector growth to Australian equities.</h6>
<p>The post <a href="https://www.adviservoice.com.au/2025/05/third-link-growth-fund-bolsters-aussie-equities-exposure-with-new-high-performing-investment-managers/">Third Link Growth Fund bolsters Aussie equities exposure with new high performing investment managers</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Financial advisers explore innovative philanthropic avenues to deepen client relationships </title>
                <link>https://www.adviservoice.com.au/2025/02/financial-advisers-explore-innovative-philanthropic-avenues-to-deepen-client-relationships/</link>
                <comments>https://www.adviservoice.com.au/2025/02/financial-advisers-explore-innovative-philanthropic-avenues-to-deepen-client-relationships/#respond</comments>
                <pubDate>Mon, 24 Feb 2025 20:20:15 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Client Insights]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
		<category><![CDATA[Phillip Gillard]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=101446</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>As responsible investing and philanthropy gain traction among investors, financial advisers are increasingly integrating social impact strategies into their wealth management services to deepen trust and engagement with clients.</h3>
<p>“Philanthropy is an excellent connection point for even the most complex clients and families,” says Phillip Gillard, Principal Private Wealth Adviser at Shadforth. “It strengthens our relationships by fostering a shared commitment to giving back. Beyond financial returns and asset values, philanthropy creates a meaningful and lasting impact for clients and their broader families.”</p>
<p>The trend also encourages multi-generational involvement in wealth planning, providing younger family members with an opportunity to engage with financial advisers in a low-pressure, values-driven environment.</p>
<p>Chris Cuffe, co-founder and Chief Investment Officer of the Third Link Growth Fund, highlights the increasing demand for philanthropic advice among professional advisers. “Investors are increasingly drawn to charitable and values-based investing. They rely on their professional advisers to guide them in structuring their giving while maintaining financial stability,” he explains.</p>
<p>One such vehicle that aligns financial performance with philanthropy is the Third Link Growth Fund. Designed to deliver both investment and social impact, the Fund provides an accessible way for clients to engage in philanthropy without the complexities of direct charitable giving.</p>
<p>“Many investors want to incorporate responsible investment strategies but hesitate due to concerns about complexity,” Cuffe adds. “The Third Link Growth Fund offers a seamless solution- enabling investors to support charitable causes while maintaining strong financial returns. With a proven track record of competitive long-term performance, it’s an attractive option for clients looking to invest with purpose.”</p>
<p>Founded by Cuffe in 2008, the Third Link Growth Fund has pioneered a unique impact investing model, donating more than $22 million to charities focused on children, education, and social welfare.</p>
<p>The Fund operates as a fund-of-funds, investing in a carefully selected portfolio of Australian equities managed by leading fund managers. A key differentiator is its fee structure, where all underlying investment managers rebate their management and performance fees. While the Fund does charge a management fee, all net proceeds- after expenses- are donated to Third Link’s nominated charities.</p>
<p>“This model allows investors to benefit from high-quality professional investment management and competitive returns while simultaneously supporting charitable causes- without any reduction in their investment capital or returns,” says Cuffe.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>As responsible investing and philanthropy gain traction among investors, financial advisers are increasingly integrating social impact strategies into their wealth management services to deepen trust and engagement with clients.</h3>
<p>“Philanthropy is an excellent connection point for even the most complex clients and families,” says Phillip Gillard, Principal Private Wealth Adviser at Shadforth. “It strengthens our relationships by fostering a shared commitment to giving back. Beyond financial returns and asset values, philanthropy creates a meaningful and lasting impact for clients and their broader families.”</p>
<p>The trend also encourages multi-generational involvement in wealth planning, providing younger family members with an opportunity to engage with financial advisers in a low-pressure, values-driven environment.</p>
<p>Chris Cuffe, co-founder and Chief Investment Officer of the Third Link Growth Fund, highlights the increasing demand for philanthropic advice among professional advisers. “Investors are increasingly drawn to charitable and values-based investing. They rely on their professional advisers to guide them in structuring their giving while maintaining financial stability,” he explains.</p>
<p>One such vehicle that aligns financial performance with philanthropy is the Third Link Growth Fund. Designed to deliver both investment and social impact, the Fund provides an accessible way for clients to engage in philanthropy without the complexities of direct charitable giving.</p>
<p>“Many investors want to incorporate responsible investment strategies but hesitate due to concerns about complexity,” Cuffe adds. “The Third Link Growth Fund offers a seamless solution- enabling investors to support charitable causes while maintaining strong financial returns. With a proven track record of competitive long-term performance, it’s an attractive option for clients looking to invest with purpose.”</p>
<p>Founded by Cuffe in 2008, the Third Link Growth Fund has pioneered a unique impact investing model, donating more than $22 million to charities focused on children, education, and social welfare.</p>
<p>The Fund operates as a fund-of-funds, investing in a carefully selected portfolio of Australian equities managed by leading fund managers. A key differentiator is its fee structure, where all underlying investment managers rebate their management and performance fees. While the Fund does charge a management fee, all net proceeds- after expenses- are donated to Third Link’s nominated charities.</p>
<p>“This model allows investors to benefit from high-quality professional investment management and competitive returns while simultaneously supporting charitable causes- without any reduction in their investment capital or returns,” says Cuffe.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/02/financial-advisers-explore-innovative-philanthropic-avenues-to-deepen-client-relationships/">Financial advisers explore innovative philanthropic avenues to deepen client relationships </a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Third Link adds Eley Griffiths Mid Cap Australian Equities Fund broadening its investment portfolio</title>
                <link>https://www.adviservoice.com.au/2024/12/third-link-adds-eley-griffiths-mid-cap-australian-equities-fund-broadening-its-investment-portfolio/</link>
                <comments>https://www.adviservoice.com.au/2024/12/third-link-adds-eley-griffiths-mid-cap-australian-equities-fund-broadening-its-investment-portfolio/#respond</comments>
                <pubDate>Sun, 15 Dec 2024 20:35:10 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
		<category><![CDATA[David Allingham]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=100156</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3 data-olk-copy-source="MessageBody">The Third Link Growth Fund (the Fund) has appointed Eley Griffiths Group (EGG) and its Mid Cap Australian Equities Fund to its prestigious lineup of pro bono underlying fund investment managers. This fund of fund partnership aims to enhance the Fund’s diverse portfolio while furthering its mission to deliver strong investment returns alongside delivering meaningful contributions to the community.</h3>
<p>Eley Griffiths Group, a leading asset manager in the Australian equities space, will add its expertise to Third Link’s unique model that rebates all management and performance fees, redirecting them to nominated charitable causes. Since its inception in 2008, this approach has achieved impressive investment outcomes for investors while generating over $22 million in donations to Australian charities.</p>
<p>“The benefit of partnering with experienced active managers like Eley Griffiths Group is their ability to identify and capitalise on market opportunities in real-time. This Mid Cap Australian Equities Fund is an excellent addition to our portfolio, diversifying our current investment allocation across Australian equities. The pro bono contributions from fund managers like EGG enable us to deliver strong investment outcomes while supporting Australian charities—a dual mandate that defines Third Link,” Chris Cuffe, Founder and Portfolio Manager of Third Link Growth Fund, noted.</p>
<p>David Allingham, Portfolio Manager at Eley Griffiths Group added, “We are delighted to be associated with the Third Link Growth Fund and contribute to its mission of blending investment success with community impact. With over two decades of experience managing Australian equities at EGG, I look forward to bringing our small-mid cap Australian equities expertise to the fund and delivering value to both investors and charities.”</p>
<p>Launched in November 2023, the Eley Griffiths Group Mid Cap Fund, will typically invest in a portfolio of 25–45 stocks that sit outside the S&amp;P/ASX50 Index. EGG employ a flexible and dynamic investment approach, unconstrained by traditional growth or value styles, with a proprietary score-based system to assess companies. This includes criteria such as management quality, industry structure, growth potential, and valuation relative to the market.</p>
<p>As at 30 November 2024, the Eley Griffiths Group Mid Cap Fund has delivered an impressive return of 28.03% for the past 12 months<sup>[1]</sup>.</p>
<p aria-hidden="true">&#8212;&#8212;&#8212;&#8211;</p>
<h6 aria-hidden="true"><strong>Notes:</strong><br />
[1] Eley Griffiths Group Mid Cap Fund Inception date 13 November 2023</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3 data-olk-copy-source="MessageBody">The Third Link Growth Fund (the Fund) has appointed Eley Griffiths Group (EGG) and its Mid Cap Australian Equities Fund to its prestigious lineup of pro bono underlying fund investment managers. This fund of fund partnership aims to enhance the Fund’s diverse portfolio while furthering its mission to deliver strong investment returns alongside delivering meaningful contributions to the community.</h3>
<p>Eley Griffiths Group, a leading asset manager in the Australian equities space, will add its expertise to Third Link’s unique model that rebates all management and performance fees, redirecting them to nominated charitable causes. Since its inception in 2008, this approach has achieved impressive investment outcomes for investors while generating over $22 million in donations to Australian charities.</p>
<p>“The benefit of partnering with experienced active managers like Eley Griffiths Group is their ability to identify and capitalise on market opportunities in real-time. This Mid Cap Australian Equities Fund is an excellent addition to our portfolio, diversifying our current investment allocation across Australian equities. The pro bono contributions from fund managers like EGG enable us to deliver strong investment outcomes while supporting Australian charities—a dual mandate that defines Third Link,” Chris Cuffe, Founder and Portfolio Manager of Third Link Growth Fund, noted.</p>
<p>David Allingham, Portfolio Manager at Eley Griffiths Group added, “We are delighted to be associated with the Third Link Growth Fund and contribute to its mission of blending investment success with community impact. With over two decades of experience managing Australian equities at EGG, I look forward to bringing our small-mid cap Australian equities expertise to the fund and delivering value to both investors and charities.”</p>
<p>Launched in November 2023, the Eley Griffiths Group Mid Cap Fund, will typically invest in a portfolio of 25–45 stocks that sit outside the S&amp;P/ASX50 Index. EGG employ a flexible and dynamic investment approach, unconstrained by traditional growth or value styles, with a proprietary score-based system to assess companies. This includes criteria such as management quality, industry structure, growth potential, and valuation relative to the market.</p>
<p>As at 30 November 2024, the Eley Griffiths Group Mid Cap Fund has delivered an impressive return of 28.03% for the past 12 months<sup>[1]</sup>.</p>
<p aria-hidden="true">&#8212;&#8212;&#8212;&#8211;</p>
<h6 aria-hidden="true"><strong>Notes:</strong><br />
[1] Eley Griffiths Group Mid Cap Fund Inception date 13 November 2023</h6>
<p>The post <a href="https://www.adviservoice.com.au/2024/12/third-link-adds-eley-griffiths-mid-cap-australian-equities-fund-broadening-its-investment-portfolio/">Third Link adds Eley Griffiths Mid Cap Australian Equities Fund broadening its investment portfolio</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Third Link Growth Fund racks up nearly $22 million for charity</title>
                <link>https://www.adviservoice.com.au/2024/09/third-link-growth-fund-racks-up-nearly-22-million-for-charity/</link>
                <comments>https://www.adviservoice.com.au/2024/09/third-link-growth-fund-racks-up-nearly-22-million-for-charity/#respond</comments>
                <pubDate>Wed, 18 Sep 2024 21:40:17 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=98172</guid>
                                    <description><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>Third Link Growth Fund founded by philanthropist and investment industry veteran Chris Cuffe AO has this quarter exceeded $21.9 million in total management and performance fees collected for charitable organisations.</h3>
<p>The Fund, which has beaten its Australian equities benchmark since inception in 2012, has also recently retained its ‘Recommended” investment rating from Zenith research house.</p>
<p>The Fund is unique in the Australian market for its approach to charitable giving as it is the only Australian unlisted unit trust fund where the fund managers rebate 100% of management and performance fees to charity.</p>
<p>The Fund employs an active multi-manager approach, leveraging the expertise of 14 of Australia’s most well-known Australian large and small investment managers to achieve its investment objective to outperform the S&amp;P/ASX 300 Accumulation Index net of fees.</p>
<p>The ~ $22 million raised so far has been used to support 28 organisations that amplify the voice of young people in society, provide pathways to employment for at risk young people or organisations that have a catalytic systemic impact, including advancing informed public debate.</p>
<p>Chris Cuffe AO said he was pleased with the long-term performance of the fund &#8211; 10.2% per annum since 2012 – and the impact it was able to have through targeted giving.</p>
<p>“Our mission has always been to provide investors with credible investment performance, while at the same time giving back to the community. It is one of the few equity funds in Australia with a track record of beating its performance benchmark over the long-term after fees and its philanthropic impact will continue to grow,” he said.</p>
<p>In its rating recommendation Zenith noted: “Third Link&#8217;s philosophy is based on a philanthropic aim to benefit investors and the non-profit sector. In designing the Fund&#8217;s features, Cuffe demonstrates a well-considered investment approach that displays an understanding of the needs and expectations of the parties involved. Given that all underlying manager fees are rebated, Cuffe is fee-ambivalent, which allows for the selection of active managers that display ability to outperform over various time periods.</p>
<p>“As a charitable fund, Cuffe is not influenced by career or business risk, which Zenith believes is conducive to the Fund meeting its investment objectives. Furthermore, given that the management fees charged to investors are donated to charity, it represents a clear philosophical alignment.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98173" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98173" class="size-full wp-image-98173" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/cuffe-chris-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98173" class="wp-caption-text">Chris Cuffe</p></div>
<h3>Third Link Growth Fund founded by philanthropist and investment industry veteran Chris Cuffe AO has this quarter exceeded $21.9 million in total management and performance fees collected for charitable organisations.</h3>
<p>The Fund, which has beaten its Australian equities benchmark since inception in 2012, has also recently retained its ‘Recommended” investment rating from Zenith research house.</p>
<p>The Fund is unique in the Australian market for its approach to charitable giving as it is the only Australian unlisted unit trust fund where the fund managers rebate 100% of management and performance fees to charity.</p>
<p>The Fund employs an active multi-manager approach, leveraging the expertise of 14 of Australia’s most well-known Australian large and small investment managers to achieve its investment objective to outperform the S&amp;P/ASX 300 Accumulation Index net of fees.</p>
<p>The ~ $22 million raised so far has been used to support 28 organisations that amplify the voice of young people in society, provide pathways to employment for at risk young people or organisations that have a catalytic systemic impact, including advancing informed public debate.</p>
<p>Chris Cuffe AO said he was pleased with the long-term performance of the fund &#8211; 10.2% per annum since 2012 – and the impact it was able to have through targeted giving.</p>
<p>“Our mission has always been to provide investors with credible investment performance, while at the same time giving back to the community. It is one of the few equity funds in Australia with a track record of beating its performance benchmark over the long-term after fees and its philanthropic impact will continue to grow,” he said.</p>
<p>In its rating recommendation Zenith noted: “Third Link&#8217;s philosophy is based on a philanthropic aim to benefit investors and the non-profit sector. In designing the Fund&#8217;s features, Cuffe demonstrates a well-considered investment approach that displays an understanding of the needs and expectations of the parties involved. Given that all underlying manager fees are rebated, Cuffe is fee-ambivalent, which allows for the selection of active managers that display ability to outperform over various time periods.</p>
<p>“As a charitable fund, Cuffe is not influenced by career or business risk, which Zenith believes is conducive to the Fund meeting its investment objectives. Furthermore, given that the management fees charged to investors are donated to charity, it represents a clear philosophical alignment.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2024/09/third-link-growth-fund-racks-up-nearly-22-million-for-charity/">Third Link Growth Fund racks up nearly $22 million for charity</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>High performing fund contributes record $2 million to not-for-profits</title>
                <link>https://www.adviservoice.com.au/2013/10/high-performing-fund-contributes-record-2-million-profits/</link>
                <comments>https://www.adviservoice.com.au/2013/10/high-performing-fund-contributes-record-2-million-profits/#respond</comments>
                <pubDate>Mon, 21 Oct 2013 20:45:52 +0000</pubDate>
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                		<category><![CDATA[Community]]></category>
		<category><![CDATA[Chris Cuffe]]></category>
		<category><![CDATA[Third Link Growth Fund]]></category>
                <guid isPermaLink="false">https://adviservoice.com.au/?p=25954</guid>
                                    <description><![CDATA[<h3 style="text-align: left;" align="center">Doing good, delivers good investment returns</h3>
<div id="attachment_25970" style="width: 260px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-25970" class="size-full wp-image-25970" alt="Chris Cuffe" src="https://adviservoice.com.au/wp-content/uploads/2013/10/Cuffe-Chris-250.gif" width="250" height="180" /><p id="caption-attachment-25970" class="wp-caption-text">Chris Cuffe</p></div>
<p>On the milestone occasion of its five year anniversary, Third Link Growth Fund (the Fund) today announced that it has contributed over $2,000,000 since its inception to charitable causes supporting young Australians.</p>
<p>Speaking about the success of the Fund, which invests in Australian listed shares, Founder and Investment Manager, Chris Cuffe said that the charitable contributions, which are now in excess of $60,000 per month, place the Fund in the top 100 charitable givers in Australia.</p>
<p>“When I started the fund in 2008, my aim was to contribute to charity while at the same time producing strong returns for investors, so I feel particularly pleased to have achieved both of those things at the 5 year mark,” he said.</p>
<p>Mr Cuffe added that the focus on philanthropy means that the structure of the Fund is unique.</p>
<p>“All the investment and service professionals who manage the Fund waive their fees, and these fees, net of expenses, go to support the not-for-profit sector,” he said, “which means it’s a win-win all round.”</p>
<p>“Investment returns are not diluted, because managers forego their usual management fee, so there is no additional cost to investors,” Mr Cuffe explained. “But at the same time, I wanted the Fund to be recognised not just for its philanthropic focus but also for strong investment performance.”</p>
<p>“Because clearly our ability to make a significant contribution to charity depends on the ability of the Fund to perform,” he said.</p>
<p>And the Fund has performed. Even despite the carnage wreaked by the global financial crisis, it returned 8.8% pa compound, after fees, since inception to the end of September 2013, outperforming its benchmark by 4% pa over the same period.</p>
<p>The Fund contributes to charities focused on helping young Australians. These include, among others, AIME, which helps indigenous students achieve education equality, Batyr, which brings young people’s social and mental health issues out into the open and the Beacon Foundation, which helps prevent young Australians leaving secondary school from moving into unproductive or insecure pathways.</p>
<p>Mr Cuffe concluded by saying that the measure of a truly great society is the strength of its not-for-profit sector, often referred to as the ‘third sector’.</p>
<p>“If Third Link can contribute to the creation of a truly great Australia by helping our young people thrive, rather than just survive, then that will be the real measure of its success,” he said.</p>
]]></description>
                                            <content:encoded><![CDATA[<h3 style="text-align: left;" align="center">Doing good, delivers good investment returns</h3>
<div id="attachment_25970" style="width: 260px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-25970" class="size-full wp-image-25970" alt="Chris Cuffe" src="https://adviservoice.com.au/wp-content/uploads/2013/10/Cuffe-Chris-250.gif" width="250" height="180" /><p id="caption-attachment-25970" class="wp-caption-text">Chris Cuffe</p></div>
<p>On the milestone occasion of its five year anniversary, Third Link Growth Fund (the Fund) today announced that it has contributed over $2,000,000 since its inception to charitable causes supporting young Australians.</p>
<p>Speaking about the success of the Fund, which invests in Australian listed shares, Founder and Investment Manager, Chris Cuffe said that the charitable contributions, which are now in excess of $60,000 per month, place the Fund in the top 100 charitable givers in Australia.</p>
<p>“When I started the fund in 2008, my aim was to contribute to charity while at the same time producing strong returns for investors, so I feel particularly pleased to have achieved both of those things at the 5 year mark,” he said.</p>
<p>Mr Cuffe added that the focus on philanthropy means that the structure of the Fund is unique.</p>
<p>“All the investment and service professionals who manage the Fund waive their fees, and these fees, net of expenses, go to support the not-for-profit sector,” he said, “which means it’s a win-win all round.”</p>
<p>“Investment returns are not diluted, because managers forego their usual management fee, so there is no additional cost to investors,” Mr Cuffe explained. “But at the same time, I wanted the Fund to be recognised not just for its philanthropic focus but also for strong investment performance.”</p>
<p>“Because clearly our ability to make a significant contribution to charity depends on the ability of the Fund to perform,” he said.</p>
<p>And the Fund has performed. Even despite the carnage wreaked by the global financial crisis, it returned 8.8% pa compound, after fees, since inception to the end of September 2013, outperforming its benchmark by 4% pa over the same period.</p>
<p>The Fund contributes to charities focused on helping young Australians. These include, among others, AIME, which helps indigenous students achieve education equality, Batyr, which brings young people’s social and mental health issues out into the open and the Beacon Foundation, which helps prevent young Australians leaving secondary school from moving into unproductive or insecure pathways.</p>
<p>Mr Cuffe concluded by saying that the measure of a truly great society is the strength of its not-for-profit sector, often referred to as the ‘third sector’.</p>
<p>“If Third Link can contribute to the creation of a truly great Australia by helping our young people thrive, rather than just survive, then that will be the real measure of its success,” he said.</p>
<p>The post <a href="https://www.adviservoice.com.au/2013/10/high-performing-fund-contributes-record-2-million-profits/">High performing fund contributes record $2 million to not-for-profits</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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