This strategy aims to deliver attractive long-term returns by investing in a diversified portfolio of listed companies in developed and emerging markets, with significantly lower risk than the market. (For Wholesale Investors Only)
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.
The Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.
The Long Short Fund benefits from a flexible ‘all-cap’ mandate and can profit from share price falls and gains. (For Wholesale Investors Only)
The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets. (For Wholesale Investors only)
The Fund aims to outperform the MSCI All Country World Index over the investment cycle (typically 3-5 years).
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
A quality, high-conviction global fund with a long-term focus.
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
The Fund’s objective is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, to deliver beneficial results over the full cycle.
The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.
The Fund invests via a select number of actively-managed global equity managed funds that incorporate responsible investment criteria into their processes.
