The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
The Fund aims to outperform the Benchmark over the investment cycle (typically 5-7years).
The Fund will invest in a concentrated portfolio of 10 – 15 stocks drawn from international equity markets outside Australia.
The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange.
FUEL aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars.
The Fund’s performance objective is to provide investment returns which exceed conventional global equity indices, after management fees, over the long term.
LEND gives investors exposure to a portfolio of 25 of the largest listed companies involved in private credit. LEND aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
HQUS aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR (before fees and expenses). The Index provides exposure to 500 leading listed US companies, with each holding in the index weighted equally. HQUS currently obtains its investment exposure by investing in the Betashares S&P 500 Equal Weight ETF (ASX: QUS), with the foreign currency exposure hedged back to the Australian dollar.
The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.
QHAL gives investors exposure to a diversified portfolio of quality international companies from developed markets (ex Australia) with returns hedged into Australian dollars. QHAL aims to provide investment returns before fees and other costs which track the performance of the Index.
The SPDR® S&P 500® ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index.
Invest in the top 100 innovation-driven companies on the US market.
The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘‘High Growth’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 90% equities and 10% fixed income exposure.
CLNE gives investors a diversified portfolio of 30 of the largest and most liquid companies involved in clean energy production and associated technology and clean energy equipment globally. CLNE aims to provide investment returns before fees and other costs which track the performance of the Index.
