The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities (For Wholesale Investors Only)
Designed to seek efficient index exposure with an active edge.
The Fund seeks efficient index exposure with an active edge.
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 aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
The Fund 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 outperform the MSCI All Country World Index over the investment cycle (typically 3-5 years).
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
The Fund aims to grow wealth for its investors over the long term by investing in well-managed, growing businesses. (For Wholesale Investors Only)
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.
We are a quality-focused, high-conviction global fund with a long-term focus. The 5AM Capital strategy is focused on capital preservation and growth, via owning 15-30 of the world's best businesses.
A high conviction portfolio with a sustainable edge.
Invest in quality and undervalued global technology companies using Morningstar’s expertise.
Invest in robotics, automation and artificial intelligence.
