The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
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 S&P Mid-Cap 400®, before fees and expenses. The index is designed to measure the performance of mid-capitalisation US equities.
The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
GARP provides access to global companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.
PIXX provides a simple and convenient means for investors to gain exposure to an actively managed, high conviction, long only portfolio of companies from around the world and across industry sectors.
QLTY aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score.
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 DDH Aggressive Growth Fund is 100% invested in Growth assets, spread between domestic and international equity, subject to limited allocations to cash and foreign currency.
The Fund aims to provide investors with returns which exceed the performance of the U.S. large and mid-cap equity markets, before fees and expenses.
The fund aims to provide investors with the performance of the STOXX Developed World Equity Factor Index, before fees and expenses. The index is designed to measure the performance of developed market equities that have favourable exposure to five target style factors subject to constraints.
GRIN gives investors a portfolio of fundamentally sound companies in India with the best growth at a reasonable price (GARP) attributes. GRIN aims to provide investment returns, before fees and other costs, which track the performance of the Index.
ROYL aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of global companies that earn a substantial portion of their revenue from royalty income, royalty-related income and intellectual property (IP) income.
Vanguard MSCI Index International Shares ETF seeks to track the return of the MSCI World ex-Australia (with net dividends reinvested), in Australian dollars Index, before taking into account fees, expenses and tax.
The Vanguard Diversified Income ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio.
