The Fund invests via a select number of actively-managed global equity managed funds that incorporate responsible investment criteria into their processes.
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
Pella seeks to construct a portfolio with a superior growth/valuation relationship and quality to the Market by targeting companies that are growing, trading on attractive valuations, generate strong returns on capital, and have strong ESG credentials.
The Fund invests in capital securities issued by major Australian Banks, and Australian Bonds, providing clients with attractive and regular income distributions whilst providing low capital volatility. (Wholesale investors only)
The Fund offers the opportunity to invest in a country that is experiencing strong GDP growth that is forecast to continue for a long time to come (For Wholesale Investors Only).
