The Fund aims to outperform the Benchmark over the investment cycle (typically 5-7years).
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 provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘Balanced’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 50% equities and 50% fixed income exposure.
HQLT aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score, hedged into Australian dollars.
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 invests in a highly concentrated portfolio of global equities aiming to deliver returns greater than the RBA Cash Rate + 3% and MSCI World Total Return Index over the long term.
The Global Value Fund is a listed investment company that provides shareholders with the opportunity to invest globally through a portfolio of securities purchased at a discount to their underlying asset value.
Vanguard Diversified All Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
Lanyon Investment Fund Active ETF (LNYN) can invest in equities across all market capitalisations and industries but will only invest in securities when they trade at a discount to estimate of their intrinsic value.
Vanguard Ethically Conscious International Shares Index ETF seeks to track the return of the FTSE Developed ex Australia Choice Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
The Fund seeks to achieve a long-term return in excess of the Benchmark by actively investing primarily in a portfolio of emerging market companies.
The Fund’s objective is to outperform the MSCI All Country World ex-Australia Net Total Return Index in Australian dollars over rolling 5 year periods.
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.
WRLD aims to provide exposure to a diversified portfolio of global shares, managed to reduce volatility and defend against losses during market downturns. The Fund does not aim to track an index.
Invest in unique, high-growth private and public technology companies in Australia, the USA and offshore.
