What Yarra Capital Management does

Yarra Capital Management is an Australian active fund manager operating as Yarra Funds Management Limited. Established in 2018 following the acquisition of Tyndall's multi-boutique business, the firm is headquartered in Melbourne with a Sydney office and employs more than 70 professionals, including approximately 30 investment professionals averaging 19 years of industry experience. As of March 2026, the Yarra Group managed approximately A$20 billion in assets under management on behalf of more than 5,000 clients. Yarra Capital Management is an Australian active fund manager operating as Yarra Funds Management Limited. Established in 2018 following the acquisition of Tyndall's multi-boutique business, the firm is headquartered in Melbourne with a Sydney office and employs more than 70 professionals, including approximately 30 investment professionals averaging 19 years of industry experience. As of March 2026, the Yarra Group managed approximately A$20 billion in assets under management on behalf of more than 5,000 clients.

The firm's product platform comprises 17 funds across three pillars: Australian equities (Broadcap, Emerging Leaders, Equity Income, Ex-20, Smaller Companies, Microcap, Private Capital Discovery), fixed income and multi-asset (Australian Bond, Enhanced Income, Higher Income, Income Plus, LBO, RMBS, Growth), and global equities (Global Share, Global Small Companies, ARK Disruptive Innovation). The global strategies are sub-advised by external partners — Goldman Sachs AM, Amova AM, and ARK Invest — while the Australian and fixed income capabilities are managed in-house using a style-neutral, fundamental bottom-up process supported by a proprietary 13-topic ESG scorecard.

Yarra generates revenue entirely through management fees on assets under management, with rates ranging from 0.30% p.a. (Australian Bond) to 1.35% p.a. (ARK Disruptive Innovation) and a core weighting in the 0.55%-0.90% band. Distribution is relationship-led, primarily through Australian financial advisers, supported by an online application portal, multiple investment platforms, and a white-label mandate with UBS. The firm is privately held with board representation from senior professionals, TA Associates, and Amova AM.

Name

Yarra Capital Management

Legal name

Yarra Funds Management Limited

Website

https://yarracm.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 employees

Short description

Yarra Capital Management is an Australian active fund manager with approximately A$20 billion in AUM, offering 17 Australian equities, fixed income, multi-asset, and global strategies to advisers, institutional investors, and individual investors through management fees.

Ownership category

akta.pro rank

Product category

Active Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

Keywords

• Active fund management
• Australian equities investing
• Fixed income management
• Multi-asset solutions
• Institutional asset management

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Management fees - Australian Equities: Yarra charges management fees on Australian equities funds. The Australian Equities Fund charges 0.80% p.a., Emerging Leaders charges 1.25% p.a., Equity Income charges 0.80% p.a., and Ex-20 charges 0.90% p.a.
2. Management fees - Fixed Income: Fixed income and multi-asset funds charge management fees including Australian Bond at 0.30% p.a., Enhanced Income at 0.55% p.a., Higher Income at 0.65% p.a., Income Plus at 0.68% p.a., and Growth at 1.15% p.a.
3. Management fees - Global Equities: Global equities funds include Global Share at 0.99% p.a. (managed by Amova AM) and ARK Disruptive Innovation at 1.35% p.a. (managed by ARK Invest).
4. Management fees - Private Capital: Private Capital Discovery Strategy generates returns through equity investments in late-stage private companies, with minimum portfolio return target of 15% p.a. (net of fees) over the Fund's life.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Yarra Capital Management is an active Australian fund manager offering 17 investment funds across Australian equities, fixed income, multi-asset, and global equities strategies. The firm manages approximately A$20 billion in assets under management for over 5,000 clients, generating revenue through AUM-based management fees (0.30% to 1.35% p.a.). Distribution is delivered through financial advisers, institutional sales, online applications, investment platforms, and sub-advisory partnerships with Goldman Sachs AM, Amova AM, and ARK Invest.

Product overview

Yarra Capital Management is an Australian fund manager offering a comprehensive suite of actively managed investment products across Australian equities, fixed income, multi-asset, and global equities. The product portfolio consists of 17 distinct funds/strategies: 7 Australian equities funds (Broadcap Equities, Emerging Leaders, Equity Income, Ex-20, Smaller Companies, Microcap Equities, and Private Capital Discovery); 7 fixed income and multi-asset funds (Australian Bond, Enhanced Income, Higher Income, Income Plus, LBO Strategy, RMBS Strategy, and Growth Fund); and 3 global equities funds (Global Share Fund managed by Amova AM, Global Small Companies Fund managed by Goldman Sachs AM, and ARK Global Disruptive Innovation Fund managed by ARK Invest). The platform operates as a multi-product fund management platform where Yarra acts as either the primary manager or as a distributor for sub-advised strategies from global partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Yarra Australian Equities Fund (Broadcap Equities) A high-conviction portfolio of ASX-listed companies aiming to outperform the S&P/ASX 200 Accumulation Index over rolling three-year periods, managed for advisers, institutional, and individual investors.
• Yarra Emerging Leaders Fund Provides exposure to small and medium-sized ASX-listed companies with strong capital growth potential, operating in a less efficient part of the market suited to active management and targeting outperformance of its benchmark over rolling three-year periods.
• Yarra Australian Equity Income Fund Targets a tax-effective income stream plus long-term capital growth through a diversified portfolio of high dividend-paying stocks, aiming for lower volatility returns versus the S&P/ASX 200 Index.
• Yarra Ex-20 Australian Equities Fund Offers exposure to growing and forward-looking ASX-listed companies outside the S&P/ASX 20, with a balanced universe of companies positioned for superior returns and strong growth potential over the medium to long term.
• Yarra Australian Smaller Companies Fund Invests in ASX-listed companies expected to deliver solid, consistent risk-adjusted returns with strong capital growth, using a dedicated small cap team's detailed proprietary research to identify market inefficiencies.
• Yarra Microcap Equities Strategy Targets superior returns and long-term capital growth by investing in undervalued, high-quality emerging companies in early stages of rapid growth, capturing themes such as digital transformation, ageing populations, and shifts in the energy sector.
• Yarra Private Capital Discovery Strategy Invests in late-stage private companies, partnering with founders and management teams to create shareholder value, leveraging Yarra's listed and unlisted market expertise to support transitions to listed markets or trade sales.
• Yarra Australian Bond Fund Invests in a diversified portfolio of investment-grade Australian fixed income assets, providing regular active income and a moderate level of growth for a competitive fee as a core component of a balanced portfolio.
• Yarra Enhanced Income Fund Invests in Australian credit and hybrid securities, targeting better returns than traditional cash management and fixed income investments over the medium to long term, providing essential diversification to traditional asset classes.
• Yarra Higher Income Fund Invests in a wide range of high-yielding, investment-grade fixed income securities, aiming to deliver superior risk-adjusted returns and regular, stable income through a flexible and strategic approach to asset allocation.
• Yarra Income Plus Fund Aims to deliver regular income and medium-term capital growth by investing in a strategic blend of different income-generating asset classes, reducing capital volatility while improving returns through high-yield asset classes and securities.
• Yarra LBO Strategy Invests in Australian domiciled leveraged buyout loans, aiming to deliver higher, more consistent returns than the Bank Bill Index and providing access to opportunities not readily available in bond markets for diversification from traditional fixed income.
• Yarra RMBS Strategy Provides access to quality Australian floating-rate securities with minimal duration risk, aiming to deliver higher, more consistent returns than the Bank Bill Index and offering broader diversification compared to more traditional Australian fixed income solutions.
• Yarra Growth Fund Provides access to a diversified portfolio of Australian and international assets seeking to deliver long-term upside on investor capital, offering professional active management, diversity across assets and sectors, and a disciplined risk management process.
• Yarra Global Share Fund Sub-advised by Amova Asset Management Europe, pursuing a "Future Quality" approach with rigorous research and analysis to identify businesses delivering or on a path to superior and sustainable returns.
• Yarra Global Small Companies Fund Sub-advised by Goldman Sachs Asset Management, delivering superior returns through a diverse portfolio of smaller companies with big futures, with the manager using alternative data and AI to optimise diversification and growth potential over the medium to long term.
• ARK Global Disruptive Innovation Fund Sub-advised by ARK Investment Management LLC, investing in equity securities of companies shaping the future through disruptive innovation (AI, robotics, energy storage, DNA sequencing, blockchain), targeting an average return of 10-15% p.a. over rolling five-year periods.

Quantifiable outcome

• Yarra Microcap Equities Strategy has returned 13.0% p.a. (net of fees) since inception (August 2014)
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Goldman Sachs Asset ManagementcoreStrategic or Co-development PartnerYarra partners with Goldman Sachs AM to offer specialist global investment opportunities to Australian investors. Goldman Sachs manages the Yarra Global Small Companies Fund.
• Amova Asset ManagementcoreStrategic or Co-development PartnerYarra partners with Amova AM (Europe) to offer the Yarra Global Share Fund and the ARK Global Disruptive Innovation Fund (investing in the Amova AM ARK Disruptive Innovation Underlying Fund).
• ARK InvestcoreStrategic or Co-development PartnerYarra partners with ARK Investment Management LLC (ARK) to offer the ARK Global Disruptive Innovation Fund, providing thematic exposure to global disruptive innovation including AI, robotics, energy storage, DNA sequencing, and blockchain technology.
• UBScoreChannel Partner/ Reseller/ DistributorYarra has partnered with UBS since 2018 to manage the UBS Australian Small Companies Fund and UBS Microcap Fund, providing access to Yarra's small cap and microcap investment strategies through UBS platforms.
• Future Generation AustraliaminorStrategic or Co-development PartnerYarra proudly partners with Future Generation Australia, a social impact investment organisation that supports children and youth at risk. The partnership supports the Global Share Fund's community engagement.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Perpetual Limited: One of Australia's largest independent active managers, offering Australian equities, fixed income and multi-asset funds to advisers, institutional and wholesale clients. Directly comparable across product breadth, distribution model and target segments, with a longer operating history.
• Pinnacle Investment Management: Australian multi-boutique platform that distributes affiliate managers' strategies across equities, fixed income and alternatives. Closely comparable to Yarra's multi-boutique architecture (own strategies plus sub-advised global products like Goldman Sachs AM and ARK).
• Magellan Asset Management: Australian active asset manager with a comparable focus on equities and multi-asset strategies, distributed through adviser and institutional channels. Directly competes with Yarra across Australian and global equities, and shares a similar fee-based revenue model and AUM-driven economics.
• Platinum Asset Management: Australian active manager focused on global and Asian equities with a fundamental, high-conviction approach. Comparable in investment philosophy (active, fundamental, benchmark-agnostic), target client base (advisers and institutions), and exposure to global equities product competition.
• Insignia Financial (formerly IOOF): Australian wealth and asset management group with significant in-house investment capabilities and adviser distribution. Comparable in adviser-channel focus and active management offering, though with a larger wealth platform component.

Broad incumbents

• AMP Capital: Large Australian incumbent asset manager offering diversified strategies across equities, fixed income, real assets and multi-asset to institutional and retail clients. Comparable in target market and product breadth, but materially larger scale and broader portfolio.
• BlackRock Australia: Australian arm of the world's largest asset manager, offering iShares ETFs and institutional mandates across asset classes. Overlaps with Yarra in institutional and adviser distribution channels, and competes directly on global equities exposure but at significantly lower fee points.
• Vanguard Australia: Dominant passive/active low-cost provider with deep penetration across Australian adviser and super fund channels. Competes with Yarra for the same intermediary wallet share, with structural cost advantages that pressure active managers' fees.

Others

• Nikko AM (now Amova Asset Management): Existing Yarra sub-advisory partner managing the Global Share and ARK Disruptive Innovation Underlying Funds. Relevant as both a partner and a regional peer with comparable Australian retail distribution reach and multi-asset capabilities.

Emerging players

• Australian Ethical Investment: Smaller Australian active manager with strong ESG and responsible investing positioning. Overlaps with Yarra on ethical/ESG mandate demand from advisers and individual investors, but at smaller AUM scale and more thematic focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/yarra-capital-management
• Xx.com/yarraCM

Revenue estimate

Valuation estimate

Number of profiles

Profiles27 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Yarra Capital Management