The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
Successfully replicates Warren Buffett's & Teaminvest methodology. Focussed on investing only in Wealth Winners. The fund has delivered 11.08% average compound return after costs since inception in 2013. Turning each $1m invested into $3.15 Million.
The investment objective of the Fund is to seek to provide long-term capital appreciation.
A high conviction, diversified portfolio of quality global listed companies identified as undervalued as they enter an earnings upgrade cycle. The Fund provides access to global opportunities and diversification not readily available to individual Australian investors.
The Fund offers exposure to strong companies in one of the world’s fastest growing region. The Fund targets high quality, large cap companies that provide sustainable growth.
The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
High conviction portfolio of well researched investments aim to deliver absolute returns balanced with capital preservation. The experienced team use traditional fundamental based quantitative and qualitative analysis.
QUS aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed US companies, with each holding in the index weighted equally.
Seeking opportunities for consistent income with lower volatility
Invest in the top 100 innovation-driven companies on the US market.
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.
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.
Long-term capital growth from high-quality assets.
8I Holdings Limited is an Australia-listed investment holding company committed to strategic holdings management. With a vision centred on empowering growth and transforming lives, 8I dedicates its efforts to creating a positive impact and fostering empowerment.
