The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities (For Wholesale Investors Only)
The WCM Quality Global Growth Equity Strategy Composite (the Strategy) provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology and healthcare sectors.
The Fund seeks to achieve a total return after fees that exceeds the total return of the S&P Global Natural Resources Index (net dividends reinvested) in AUD over rolling five year periods.
Vanguard FTSE Emerging Markets Shares ETF seeks to track the return of the FTSE Emerging Markets All Cap China A Inclusion Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.
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 aims to provide investors with the performance of the MSCI Emerging Markets ex China Index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets, excluding China.
The Fund provides investors with the potential for long-term capital growth by investing in a concentrated number of companies located in Asia, as well as companies located elsewhere that derive a significant proportion of their earnings from Asia (Asian Securities)
Exposure to a low-cost 'all-growth' assets diversified portfolio
A high conviction portfolio with a sustainable edge.
Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
JPMorgan Global Equity Premium Income (Hedged) Complex ETF (ASX:JHGA) aims to provide income and long-term capital growth.
QLTY aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score.
HETH aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as “Climate Leaders” that have also passed screens to exclude companies with direct or significant indirect exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. HETH currently obtains its investment exposure by investing in the Betashares Global Sustainability Leaders ETF (ASX: ETHI), with the currency exposure hedged back to the Australian dollar.
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.
