The Montaka Global Fund – Active ETF (ASX: MOGL) is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
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.
Invest in quality and undervalued global technology companies using Morningstar’s expertise.
DRUG aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars.
QLTY aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score.
The Fund is an actively managed fund that invests predominantly in a broad range of international shares and equity-related securities that are listed on stock exchanges in developed and emerging international markets. At least 80% of the Fund’s NAV will be invested in shares and equity-related securities selected by Russell Investments based on advice received from investment managers pursuing a Sustainable Strategy.
The Fund provides exposure to a concentrated portfolio of global equities through securities listed, or expected to be listed, on any globally recognised stock exchange. The Fund aims to hold approximately 30 securities at any time.
GGUS provides investors with cost-effective geared exposure to the returns of the broad US sharemarket, hedged for currency exposure.
BNKS aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.
CETF gives investors exposure to a diversified portfolio comprising the 50 largest companies in the mainland Chinese market. CETF aims to provide investment returns before fees and other costs which track the performance of the Index.
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.
An actively managed, quantitative global equity fund listed under the ticker CORE on the Australian Stock Exchange. CORE focuses on value and quality investing to deliver long-term outperformance. The Fund strives to capture the global equity market return while minimising index relative volatility for more consistent returns.
BBUS seeks to generate magnified returns that are negatively correlated to the returns of the U.S. sharemarket. The Fund expects to generate a magnified positive return when the S&P 500 Total Return Index falls on a given day (and a magnified negative return when the index rises on a given day).
RBTZ aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and AI products and services.
The SPDR® S&P® World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index.
