The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
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).
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.
The investment objective of the Fund is to seek to provide long-term capital appreciation.
Seeking opportunities for consistent income with lower volatility
To provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.
The Lakehouse Global Growth Fund focuses on investing in mid-to-large growth companies across global markets
The fund aims to generate attractive returns by dynamically investing in global fixed income instruments. It aims to provide diversification against equity risk as well as capital growth and some income.
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 generate investment returns 5% higher than the RBA cash rate by investing in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash. The Fund may use derivatives.
Perpetual Diversified Income Active ETF (ASX: DIFF) invests in a diversified core portfolio of liquid, investment-grade credit securities, actively managed by Perpetual
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 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 SPDR® S&P® World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index.
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.
