The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.
The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.
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.
DFND gives investors exposure to a portfolio of listed global companies involved in the military or defence industries. DFND aims to provide investment returns before fees and other costs which track the performance of the Index.
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 Merewether Capital Inception Fund invests in microcap companies listed on the ASX. It employs a long-only, high conviction strategy (10-25 positions) with a focus on profitable growing companies with skilled and aligned management teams.
An actively managed asset allocation fund that invests in a portfolio of equities, fixed income and commodity-linked investments from Australia and globally. The Fund employs Contrarius’ valuation-based, contrarian investment philosophy.
A high conviction, diversified portfolio of quality global listed companies identified as undervalued as they enter an earnings upgrade cycle. The Fund provides access to global opportunities and diversification not readily available to individual Australian investors.
CNEW gives investors a portfolio of fundamentally sound companies in China having growth prospects in sectors making up ‘the New Economy’, namely technology, health care, consumer staples and consumer discretionary. CNEW aims to provide investment returns, before fees and other costs, which track the performance of the Index.
NGE Capital offers investors exposure to an actively managed, concentrated portfolio of high conviction investments.
QUAL gives investors exposure to a diversified portfolio of quality international companies listed on exchanges in developed markets around the world (ex Australia). This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.
MOAT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. This fund aims to provide investment returns before fees and other costs which track the performance of the Index.
The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark.
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.
GPEQ gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. This private equity ETF aims to provide investment returns, before fees and other costs, which track the performance of the Index.
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.