Global Large Cap Equity Funds are investment vehicles that pool money from individual investors to create diversified portfolios of stocks in the world's largest and most stable companies.
These funds aim to generate consistent returns with lower volatility and risk diversification benefits by investing in a range of developed countries.
Global Large Cap Equity Funds focus on investing in the equity of large-cap companies listed in developed markets.
These stocks are generally well-established, financially stable, and have a strong track record of dividend payments, thereby providing a stable source of income.
Global Large Cap Equity Funds often maintain a portion of their assets in cash or other low-risk investments, which helps them manage their risk and generate returns through a combination of dividend income and capital appreciation.
Global Large Cap Equity Funds come in various forms, each catering to different investment strategies and asset classes:
There are five main features of Global Large Cap Equity Funds:
There are four main risks of investing in Global Large Cap Equity Funds:
To compare Global Large Cap Equity Funds effectively, investors should consider factors such as:
Investors can invest in Global Large Cap Equity Funds through:
Fees may range from 0.15% to 0.50% per annum, depending on the fund's size and complexity.
Research and evaluate a fund's performance, fees, and portfolio allocation to ensure they match your investment objectives.
Yes, Global Large Cap Equity Funds are a good fit for long-term investors seeking stable returns and diversification benefits.
Yes. Global Large Cap Equity Funds can lose value rapidly in times of market stress or economic downturns.
Yes. Many Global Large Cap Equity Funds offer regular dividend payments from established companies.
Yes. Global Large Cap Equity Funds can be a good starting point for new investors due to their diversified nature and relatively low minimum investment requirements.
Monitor the funds’ performance through regular updates, statements, and online portfolio tracking tools.
Yes, but please note that there may be penalties or fees associated with withdrawals.
Global Large Cap Equity Funds offer investors a diversified portfolio of large-cap stocks from developed markets, providing stable returns, consistent income, and risk management benefits.
Before investing in Global Large Cap Equity Funds, investors should consider the features, risks, and investment options, as well as how to compare and invest in these funds.
The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) and stocks listed on international stock exchanges such as the New York Stock Exchange and the NASDAQ.
The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
The Fund aims to outperform the MSCI All World Index in Australian Dollars (Benchmark) on a net of fees basis, by investing in companies that are striving for positive change and delivering social and environmental outcomes.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5-7 -year period that is hedged for foreign currency exposure.
The Fund is actively managed with a concentrated high-conviction, sustainability-themed strategy that invests in companies positioned to thrive during the transition to a more sustainable economy. (For Wholesale Investors Only)
The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.
The Manager aims to generate absolute returns of 8-12 per cent per annum over a 5-7 year investment cycle.
To provide long-term capital growth by investing in a portfolio of life science companies where innovation plays a crucial role in improving global health and economic outcomes.
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Fund aims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index with lower risk over rolling three-year periods. (For Wholesale Investors Only)
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5–7-year period.
Our core belief is that investing for the long-term in high quality companies at the right price, with exceptional founder led management and a great culture, will produce above average compound returns over the long-term. (For Wholesale Investors Only)
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
A quality, high-conviction global fund with a long-term focus.
