The Fund aims to deliver consistent, risk-adjusted, absolute returns, uncorrelated with the broader equity market (For Wholesale Investors Only) and other asset classes.
The Fund aims to deliver consistent, risk-adjusted, absolute returns, uncorrelated with the broader equity market (For Wholesale Investors Only) and other asset classes.
The Schroder Global Equity Alpha Fund – Active ETF (the Fund) is an actively managed, unconstrained, ‘best ideas’ global equities fund listed under the ticker ALPH on the Australian Stock Exchange (ASX). ALPH aims to provide capital growth in excess of the MSCI All Country World (Net TR) Index over a 3-5 year period. While pursuing a style agnostic approach, ALPH tilts to underweight value and overweight quality and growth, distinctively targeting companies that have strong growth prospects yet to be recognised by the market.
The Global X China Tech ETF (DRGN) offers access to 20 leading Chinese technology companies listed in Hong Kong and Mainland.
The Fund offers exposure to strong companies in one of the world’s fastest growing region. The Fund targets high quality, large cap companies that provide sustainable growth.
Companies are staying private for longer and the fund provides access to a portfolio of leading, privately owned growth companies.
The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
Invest in robotics, automation and artificial intelligence.
The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.
The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.
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.
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.
A high conviction, all cap Australian equity portfolio designed for alpha generation
The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses. The Underlying Funds are ETFs that invest in disruptive, technology themed companies driving innovation and providing solutions to global challenges.
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.
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.