The Foris Capital platform combines institutional-grade analytics with clean, intuitive design. It is built for Australian investors who want transparency, disciplined reporting and a clearer view of every position they hold.
Live valuation, P&L tracking and market data feeds refreshed every 15 seconds. Full coverage across equities, bonds, funds, crypto, real estate and alternatives — all in one view.
Hosted in enterprise-grade infrastructure with Australian data residency options under review. SOC 2-aligned controls, encryption at rest and in transit, multi-factor authentication and biometric access support secure client access.
View portfolios across AUD and major global currencies with consolidated reporting, position-level transparency and allocation monitoring.
Sharpe ratio, beta, VaR, drawdown analysis, concentration alerts and Monte Carlo stress testing — the same tools used by family offices and hedge funds.
Complete dividend calendar, coupon schedule, yield analysis and income projections with source-level granularity. Know exactly when and how much you'll receive.
One-click access to your dedicated adviser. Schedule calls, request research notes, flag positions for review — all without leaving the platform.
Pre-IPO investment opportunities currently under evaluation by our research team. Subject to availability and allocation.
Revenue $13.3B (2024). 67 launches in 2024 establishing market dominance. Starlink division has 4M+ subscribers driving recurring revenue. Valuation driven by Starlink's growth potential and launch service dominance. Leader in space transportation with unmatched launch capacity and reusability technology.
Regulatory uncertainty around space activities. Competition from Blue Origin and Rocket Lab. Execution risk on Starship development. Geopolitical tensions affecting launch contracts. Reliance on key personnel.
Revenue $26B+ (2025 est.). Processes over $1 trillion in payments annually across 50+ countries. Profitable since 2023 with strong unit economics. Dominant position in internet commerce infrastructure with expanding product suite including Treasury, Atlas, and Identity.
Intense competition from Adyen, PayPal, and emerging players. Regulatory changes in payments and fintech. Dependence on e-commerce growth. Valuation premium relative to public payments peers.
ARR exceeding $2.4B with rapid growth trajectory. 10,000+ enterprise customers including over half the Fortune 500. Category leader in data lakehouse architecture. Exceptionally well-positioned for the enterprise AI wave with strong developer ecosystem and partnerships.
Competition from Snowflake, AWS, Google BigQuery, and Microsoft Fabric. Enterprise spending cycles and potential AI investment slowdown. High customer concentration risk in technology sector.
Three carefully selected fixed income positions spanning sovereign safety, banking yield and high-coupon opportunity. Full metrics sourced from institutional data feeds.
Australian Commonwealth government bonds remain a core reference point for capital preservation in AUD fixed income portfolios. Backed by the sovereign balance sheet and supported by deep domestic liquidity, they can serve as a stabilising anchor for conservative allocations and liability-aware portfolio construction.
Trading above par with a low yield-to-maturity reflects the safety premium. Interest-rate rises could pressure price given moderate duration, and real returns may be constrained if Australian inflation expectations move higher. Investors should still assess duration fit against their income needs and broader asset mix.
HSBC Holdings' 8.113% subordinated note offers an exceptional coupon rate in the current rate environment, issued at the peak of the 2022 rate cycle. With a Moody's A3 rating and stable outlook, it combines strong current income with a globally systemic financial institution. The $2 billion issue size ensures deep secondary market liquidity. The yield-to-maturity of 5.18% reflects the note trading above par, with the call feature in November 2032 providing natural duration management. Well-suited as a yield anchor in a diversified fixed income allocation.
Subordinated status means lower recovery priority in a wind-down scenario (though probability remains very low for a G-SIB). Call risk if rates fall significantly — issuer may redeem at par in 2032. USD-denominated, introducing FX risk for AUD/AUD-based investors. Spread sensitivity to banking sector sentiment and regulatory changes.
Deutsche Bank's 10% AT1 perpetual bond represents one of the higher-yielding opportunities in the current fixed income selection. The 10% coupon was set during the 2022 rate peak and offers elevated running income. Deutsche Bank has materially strengthened its capital position since 2019, and the market still expects the December 2027 call to be exercised. If called, investors capture the yield-to-call of 5.62% with a relatively short effective duration. For sophisticated investors comfortable with AT1 structural risk, it remains a specialist income idea rather than a core holding.
AT1 bonds carry material structural risk: coupons can be cancelled at the issuer's discretion, and the bond can be written down or converted to equity if capital ratios breach regulatory triggers. Perpetual nature means no guaranteed maturity date. If not called in December 2027, the coupon resets to a floating rate (5Y swap + 435.8bp) which may be lower than the current 10%. AUD-denominated, introducing FX risk. Suitable for qualified investors with understanding of contingent capital instruments.
Four distinct risk profiles designed for Australian investors. Each fund is actively managed by our Australia-focused investment team with full transparency and quarterly reporting.
The platform transformed how I understand my portfolio. What used to take my advisor hours to compile, I now see in real-time.
— Private Client, Australia
Request a personalised demo and see how institutional-grade analytics can transform your wealth strategy experience.
