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The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
Since inception in 2016 the high conviction, deep value and uniquely contrarian Collins St Value Fund has achieved an 13.25% p.a. net of fee return underpinned by an unconstrained Australian equities mandate and a zero fixed fee remuneration arrangement.
HQUS aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR (before fees and expenses). The Index provides exposure to 500 leading listed US companies, with each holding in the index weighted equally. HQUS currently obtains its investment exposure by investing in the Betashares S&P 500 Equal Weight ETF (ASX: QUS), with the foreign currency exposure hedged back to the Australian dollar.
HLTH gives investors exposure to a diversified portfolio of the largest international companies from the global healthcare sector. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.
Australian Foundation Investment Company is a listed investment company investing in Australian and New Zealand equities.
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.
The Auscap Long Short Australian Equities Fund provides investors with access to a high conviction portfolio of Australian equities. The Fund aims to generate strong absolute returns in excess of the Benchmark, being the All Ordinaries Accumulation Index.
The Fund will invest in a concentrated portfolio of 10 – 15 stocks drawn from international equity markets outside Australia.
A specialised Agriculture and Food Investment Fund which will achieve superior returns by investing in listed and unlisted companies operating in the Agriculture and Food industries. (For Wholesale Investors Only)
The Fund combines the skills of highly experienced small company investors with a limited fund size and an objective of providing above market returns over the medium term.
AUDS aims to provide geared exposure to changes in the value of the Australian dollar against the U.S. dollar.
HGBL aims to track the performance of an index (before fees and expenses) comprising approximately 1,300 developed markets companies (ex-Australia), hedged into Australian dollars.
An intelligent climate change investment solution.
FUEL aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars.
The WCM Quality Global Growth Equity Strategy Composite (the Strategy) provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology and healthcare sectors.