The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
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 Fund aims to provide investors with the performance of the MSCI World Ex Australia Custom ESG Leaders Index 100% Hedged to AUD, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large and mid- capitalisation companies with better sustainability credentials relative to their sector peers.
HGBL aims to track the performance of an index (before fees and expenses) comprising approximately 1,300 developed markets companies (ex-Australia), hedged into Australian dollars.
FUEL aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars.
The fund aims to provide investors with the performance of the S&P Asia 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest Asian companies domiciled in China, Hong Kong, South Korea, Singapore, and Taiwan and listed in Hong Kong, South Korea, Singapore or Taiwan.
The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.
Vanguard All-World ex-U.S. Shares Index ETF seeks to track the return of the FTSE All-World ex US Index before taking into account fees, expenses and tax.
DRIV aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of global companies at the forefront of innovation in automotive technology.
Vanguard Ethically Conscious International Shares Index ETF seeks to track the return of the FTSE Developed ex Australia Choice Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
The Pengana WHEB Sustainable Impact Fund invests in companies with activities providing solutions to sustainability challenges.
The Loomis Sayles Global Equity Fund seeks to provide a selective, high-conviction portfolio of competitively advantaged, secular growth companies that trade at a discount to the Loomis Sayles Growth Equity Strategies (GES) team’s estimate of intrinsic value.
The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark)
MHOT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. MHOT aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
The Fund provides exposure to a concentrated portfolio of global equities through securities listed, or expected to be listed, on any globally recognised stock exchange. The Fund aims to hold approximately 30 securities at any time.
