The Perpetual ESG Australian Share Fund is an actively managed fund, targeting long-term capital growth and income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria.
The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.
The Schroder Real Return Active ETF is a multi-asset fund providing diversified exposure across defensive, growth and alternative assets. This actively managed fund aims to achieve a return of CPI* plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns.
Designed to seek efficient index exposure with an active edge.
The fund aims achieve a (total) return equal to Benchmark (Bloomberg AusBond Bank Bill Index) plus 2% net of fees and expenses over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant fixed income investments
The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over a rolling three-year basis (before fees). It aims to provide regular monthly distributions with some potential for growth. The Fund provides exposure to a diversified portfolio of subordinated bonds, which may offer higher levels of yield than cash or other investment grade bonds.
MCGG is quoted on the ASX as an actively managed ETF. It invests in, and therefore tracks the performance of the Munro Concentrated Global Growth Fund. Investment returns first. MCGG.ASX aims to take the traditional but more volatile investment path by being full invested in the market across 20 to 40 long positions.
Designed to provide current income while maintaining prospects for capital appreciation.
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 investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia).
GCAP aims to provide investors with a professionally managed active strategy in global Capital Securities. The fund aims to provide total investment returns, measured over the long term in excess of the Benchmark.
The Fund aims to provide investors with regular and stable income comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities while hedging the Fund’s currency exposure back to AUD and to outperform the benchmark, being an accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum.
The Fund provides exposure to a concentrated portfolio of global equities through securities listed, or expected to be listed, on any globally recognised stock exchange. The Fund aims to hold approximately 30 securities at any time.
Long-Term dividend growth and capital appreciation. The target is to exceed the MSG All Country World ex Australia Index by 2.5% pa after all fees and expenses on a rolling 5 year basis.
