About Us

Australian Heritage Funds is the fund management arm of Australian Heritage Group (“Australian Heritage”), a private investment banking organisation.

Australian Heritage has a strong investment pedigree demonstrated across most areas of the Australian markets including funds management, corporate advice, capital raisings, strategic investment and corporate formation and administration.

The funds management division specialises in key areas built around our expertise and the needs of our clients:

• Heritage Wealth Private Portfolios – investment portfolios individually tailored for personalised risk profiles.
• Private Equity Syndicates – special funds seizing on strategic equity opportunities and providing 100% return of realisations.

Our core strength is our entrepreneurial spirit which has prospered through our freedom to make decisions and react quickly to changing market opportunities.  Our independence has also enabled us to forge sound relationships with brokers, industry associates and other specialist organisations active in our equity markets.