a legacy of impact beyond the try line
RUGBY
FUTURE FUND
Leading Fund Managers.
No Management Fees.
Supporting the Future of Australian Rugby
Overview
INVEST IN AUSTRALIAN RUGBY’S FUTURE FUND
The Rugby Future Fund provides access to a curated portfolio of leading Australian and global investment managers.
The portfolio is diversified across long only, long short and absolute return strategies, with a focus on capital growth, income and downside resilience.
Underlying managers forgo part or all management and performance fees, enhancing investor outcomes while contributing to the Australian Rugby Foundation.
Invest for returns: capital growth and income.
Invest for purpose: a 1% p.a. contribution to the Australian Rugby Foundation.
Why Now?
With a golden decade unfolding for Australian rugby, there is a strategic reset underway. A unique moment to use care and craftmanship to increase funding, participation and build strength and stability.
Fund
AT A Glance*
predominantly Australian equity based strategies
Fees*
Part or all management and performance fees foregone by underlying managers*
Contribution*
1% p.a. of gross assets to Australian Rugby Foundation*
Monthly applications; quarterly redemptions
*Summary only; refer to the Information Memorandum
Why Now?
With a golden decade unfolding for Australian rugby, there is a strategic reset underway. A unique moment to use care and craftmanship to increase funding, participation and build strength and stability.
INVESTMENT OBJECTIVE & STRATEGY
The Rugby Future Fund provides access to a curated portfolio of leading Australian and global investment managers
Investment Objective
The Fund aims to deliver attractive long term capital growth and income through a diversified portfolio of high-quality fund managers.
How The Portfolio Is Built
A curated portfolio of 8 to 15 select actively managed funds focused on capital growth, income and downside resilience
Diversified across underlying managers of long only, long short and absolute return strategies to balance style and exposures
Predominantly Australian equity-focused with targeted global equity exposure
Fees For Purpose
Underlying fund managers agree to forgo part or all management and performance fees.*
*This is a summary only; refer to the Information Memorandum for details on fees forgone, contribution amount, payment mechanisms and any other associated costs
Governance
OVERSIGHT FROM AN INDEPENDENT TRUSTEE AND EXPERIENCED INVESTMENT COMMITTEE, SUPPORTED BY ESTABLISHED SERVICE PROVIDERS.
The governance framework supports disciplined portfolio oversight, regular review and reporting, and a focus on delivering investor outcomes while contributing to purpose.
Investment Committee
Brian O'Sullivan
Funds management, operations and professional services experience; advisory and committee roles.
Kevin Wan Lum
Investment performance oversight across risk profiles; experience across real assets and alternatives.
Fiona Mann
Performance and construction across Australian and global equities; ESG integration and strategy.
Michael Mulcahy
Institutional investment advisory experience; investment trusts and global equities research leadership.
Key Service Providers
Manager
Rugby Asset Management Pty Ltd
Trustee
One Fund Services Ltd
Administrator
Unity Fund Services Pty Ltd
Audit
Ernst & Young
Fund Managers
The Rugby Future Fund combines investment with structure contributions to the Foundation. We provide investment returns and real impact by partnering with leading Australian and global fund managers, who generously waive all management and performance fees. This allows us to channel 1% of assets each year to the Australian Rugby Foundation”
Leading Boutique
Fund Managers
- Pro Bono Managers contributing to purpose
- Diversification across a select manager set
- Access to low MER
- Focus on capital growth and income
Performance
Rugby future fund cumulative performance (NET)
Performance - 30 June 2026
Performance — 31 March 2026
Past actual or indicative performance should not be taken as an indicator of future performance which is not guaranteed and may differ materially. You should obtain a copy of the latest Fund Reports and the Information Memorandum before deciding whether to invest in this Fund. Performance figures may be unaudited and/or based on an assumption or estimate pending the availability of final underlying fund data; they may be inaccurate and should not be relied upon. Performance comparisons are provided purely for information purposes.
Rugby future fund cumulative performance (NET)
Performance — 31 March 2026
How To Invest
A simple process for Wholesale Investors
Steps
1
Confirm you qualify as a Wholesale Investor under the Corporations Act 2001 (Cth).
2
Read the key documents, including the Information Memorandum and the latest report.
4
(Refer to the Information Memorandum for dealing and cut off details).
What Happens Next?
- We acknowledge receipt of your application
- We confirm documentation and onboarding requirements
- We confirm funding details and next dealing window timelines
- You receive confirmation of unit allocation and reporting access
Fees (investment)
Fee details, including any management and performance fee arrangements and the extent of any fees forgone by underlying managers, are set out in the Information Memorandum. This website provides a summary only.
Contribution (purpose)
The Fund includes a social purpose contribution of 1% p.a. of gross assets to the Australian Rugby Foundation.
Documents
Important Information
The information on this website is only intended for Australian residents that qualify as a Wholesale Investor under the Corporations Act 2001 (Cth). The purpose of this website is to provide information only and the content of the website does not purport to provide investment advice. We strongly suggest that investors read the fund Information Memorandum and all publicly available information and consult a financial advisor prior to making any investment decision. The website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making investment financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in the Rugby Future Fund. The information provided in the website is given in good faith. Neither One Fund Services Limited as Trustee for The Rugby Future Fund, Rugby Asset Management Pty Ltd, Rugby Australia Ltd, The Australian Rugby Foundation, the proposed distribution partners nor their directors, employees or advisors make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information. To the extent permissible by law, One Fund Services Limited as Trustee for The Rugby Future Fund, Rugby Asset Management Pty Ltd ACN 675 701 694, Rugby Australia Ltd, The Australian Rugby Foundation, the proposed distribution partners and their directors, employees and advisers disclaim all liability (whether contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise). Neither One Fund Services Limited as Trustee for The Rugby Future Fund, Rugby Asset Management Pty Ltd ACN 675 701 694, Rugby Australia Ltd, The Australian Rugby Foundation, the proposed distribution partners nor their directors, employees or advisers guarantee or make any representation as to the performance of the Rugby Future Fund, the maintenance or repayment of capital, the price at which units may be redeemed or any particular rate of return.
Impact
Invest to support Australian rugby, from grassroots to high performance
Grassroots Rugby
First Nations and Pasifika Rugby
Womens Rugby
High Performance Rugby
Rugby Welfare
Contact
Should you have any Fund queries, please contact us on:
Telephone: (02) 8005 5555
Email: ram@rugbyfoundation.org.au
Should you have any administration queries, please contact us on:
Telephone: (02) 8777 0000
Email: rugbyfund@oneinvestment.com.au
Rugby Asset Management Pty Ltd ACN 675 701 694 & Corporate Authorised Representative (001309177) of One Wholesale Fund Services Ltd (AFSL No 426503). One Fund Services Ltd ACN 615 523 003 AFSL 493421 as Trustee for The Rugby Future Fund.
This information is only intended for Australian residents that qualify as Wholesale Investors. Please read the Information Memorandum and seek professional advice before making any investment decision.