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.
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.
The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities.
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.
To provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.
MFF Capital Investments (ASX: MFF) is an investment company that aims to build lasting wealth for shareholders primarily through long-term ownership of advantaged businesses.
The GSP Global Growth Fund is a long/short, total return-focused strategy, investing in a concentrated portfolio of 20-40 companies.
MAET is an ASX quoted fund. It invests in, and therefore tracks the performance of the Munro Global Growth Fund. Capital preservation first. Investment returns second. MAET aims to "smooth" the investment journey through utilising capital preservations tools such as increased cash levels, shorts, put options, currency hedging and equity exposure management. MAET provides convenience and simplicity for investors to gain access to an actively managed portfolio of 30-50 global growth equities.
GARP provides access to global companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.
The Morphic Ethical Equities Fund Limited (MEC) seeks to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.
The fund aims to achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Sharia Compliant investments
BNKS aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.
WRLD aims to provide exposure to a diversified portfolio of global shares, managed to reduce volatility and defend against losses during market downturns. The Fund does not aim to track an index.
CFLO aims to track the performance of an index (before fees and expenses) comprising 200 global companies that efficiently generate high levels of free cash flow.
CLDD aims to track the performance of an index (before fees and expenses) that provides exposure to leading companies in the global cloud computing industry.
