Global Equity Funds & Investments

The Fund aims to outperform the MSCI All Country World Index over the investment cycle (typically 3-5 years).

The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark)

HJPN aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Japanese companies, hedged into Australian dollars.

Cordis Global Medical Technology Fund is an Australian unit trust of actively-managed global listed companies which design and manufacture medical devices to treat critical chronic diseases.

QMAX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. In addition, the Fund aims to provide lower overall volatility than the underlying Nasdaq 100 Index. QMAX does not aim to track an index.

JPMorgan Global Equity Premium Income (Hedged) Complex ETF (ASX:JHGA) aims to provide income and long-term capital growth.

The Montaka Global Extension Fund – Complex ETF (ASX: MKAX) is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential. The Fund also short-sells single stocks and ETFs to make additional investments in these winners with the proceeds and as an absolute profit centre.

The PM Capital Global Opportunities Fund Limited provides investors with an opportunity to invest in global equities via an Australian Securities Exchange (ASX) listed investment company. The company began trading on the ASX on 12 December 2013. The Company’s investment objective is to provide long-term capital growth over a seven-year plus investment horizon through investment in a concentrated portfolio of undervalued global (including Australian) equities and other investment securities.

The SPDR® S&P® Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD).

The Fund aims to outperform the Bloomberg AusBond Bank Bill Index (Benchmark) over the medium term (before fees). It also aims to provide higher income returns than traditional cash investments regardless of interest rates or economic cycles.

The Global X Defence Tech ETF (DTEC) provides investors with access to companies at the forefront of defence innovation.

Betashares Geared Short US Treasury Bond Currency Hedged Complex ETF provides a simple way to generate magnified returns that are negatively correlated to 10-year US Treasury Bonds on a given day, hedged for currency exposure.

IIND aims to track the performance of an index (before fees, expenses and taxes) comprising a diversified portfolio of the highest quality Indian companies.

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.