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 FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange.
QMAX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. In addition, the Fund aims to provide lower overall volatility than the underlying Nasdaq 100 Index. QMAX does not aim to track an index.
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.
DZZF aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. DZZF offers the potential for high growth over the long term, and targets an allocation of 90% growth assets (Australian and international shares), 10% defensive assets (Australian and international bonds).
Invest in unique, high-growth private and public technology companies in Australia, the USA and offshore.
HQLT aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score, hedged into Australian dollars.
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.
An ASX-listed investment company, PMC offers investors an easy and convenient means of accessing an actively managed, truly diversified portfolio of companies from around the world and across industry sectors, providing exposure to undervalued businesses in both developed and emerging markets.
The Plato Global Alpha Complex ETF aims to outperform the MSCI World Net Returns Unhedged Index by 4% p.a. (after fees) over the medium-long term. The Fund uses an all-weather investment style that seeks to deliver consistent performance over the cycle.
The Fund aims to provide investors with the performance of the FTSE EPRA Nareit Developed ex-Australia Rental AUD Hedged Net Tax Index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of global developed market real estate securities.
The fund aims to provide investors with the performance of the S&P Global 1200 Healthcare Sector IndexTM, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or small-capitalisation stocks.
Invest in quality and undervalued global technology companies using Morningstar’s expertise.
Benchmarked against the MSCI World Index, the JPMorgan Global Equity Premium Income Complex ETF (JEGA) seeks to deliver a monthly income stream through dividends and option premiums. The ETF allows investors to access a total return portfolio that seeks to achieve lower volatility relative to the benchmark.
