Home | Investors

Investment Philosophy

Kilter Rural is a challenger brand, leading an agenda to build resilient farmland and water investments.

Our Investment Philosophy involves long-term active stewardship of agribusiness assets to generate commercial, sustainable, transformative and robust fundamental value.

While commercial in everything we undertake, investment and management activity is predicated on protection and enhancement of ecosystems that underpin long-term asset value.

As stewards of farmland and water assets, delivering both traditional yield improvements AND ecosystem health improvement builds resilience and investor value with lower exposure to risk. 

Investors with Kilter Rural will benefit from rapid environmental, social and market changes over the next 30 years, accessing long-term, resilient, non-correlated, inflation protected returns.

Since 2006 Kilter Rural has been delivering investment in resilient farmland and water through its ‘Future Farming Landscapes’ (FFL) investment model. FFL has investment commitments of more than $440 million in farmland, ecosystem and water assets.

RIAA Product Certification

Kilter Rural’s ongoing drive for accountability our approach to environmental, social and governance performance has resulted in two of our impact investment funds being certified by the Responsible Investment Association Australasia (RIAA).

RIAA is the largest and most active network of people and organisations engaged in responsible, ethical and impact investing across Australia and New Zealand.

The Murray-Darling Basin Balanced Water Fund and The Australian Farmlands Funds have been certified according to the strict operational and disclosure practices required under RIAA’s Responsible Investment Certification Program (RICP).

The program helps investors by providing standardised and consistent information about certified responsible investment products, services and policies.

The certification symbol signifies that an investment product, service or policy takes environmental, social, governance or ethical considerations into account along with financial returns. Visit www.responsibleinvestment.org for details.

AFS Licence

In March 2012 Kilter Investments Pty Ltd was granted an Australian Financial Services Licence for Wholesale Managed Investments (AFSL No. 414142). The licence permits dealing in derivatives associated with water and water products.

Quality Management System

Kilter Pty Ltd operates a Quality Management System (QMS) which complies with the requirements of ISO 9001:2008. Original certification took place in 2010 with a successful recertification audit confirmed in 2019.  

Monitoring, Evaluation & Reporting

Monitoring, Evaluation and Reporting (MER) is vital in identifying, responding to and mitigating risks to investment returns.  It enables Kilter Rural to measure, interpret and report on both production systems and the condition of the natural resource asset base.

Kilter Rural has developed and continues to refine a set of measures and indicators reflecting performance against our values of Production, Longevity and Relationships.  The MER program supports a cycle of continuous improvement in allocation of resources and management to mitigate risks across farmland, water and ecosystem assets.

The MER framework is formalised into Kilter’s existing ISO 9001 accredited Quality Management System (QMS).

Kilter also contributes to sustainability reporting through the adoption of global environmental and community development standards such as the Global Reporting Initiative (GRI).