Global Equity Funds & Investments

The investment objective of the Fund is to seek to provide long-term capital appreciation.

The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period.

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.

The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.

The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)

GRIN gives investors a portfolio of fundamentally sound companies in India with the best growth at a reasonable price (GARP) attributes. GRIN aims to provide investment returns, before fees and other costs, which track the performance of the Index.

Invest in global companies with strong earnings growth, solid financial strength, and reasonable valuations.

The Fund is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.

Invest in a selection of low volatility high dividend-paying companies.

Seeking opportunities for consistent income with lower volatility

VLUE gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.

The investment objective of the Fund is to seek to provide long-term capital appreciation.

The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets.

The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.

The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.