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 invests in a highly concentrated portfolio of global equities aiming to deliver returns greater than the RBA Cash Rate + 3% and MSCI World Total Return Index over the long term.
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 uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
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 Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
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 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.
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 AIM Global High Conviction Fund provides Australian and New Zealand investors with the opportunity to diversify into a unique global equity proposition.
The Fund has a concentrated global equity strategy that seeks to provide an attractive long-term rate of return.
The Fund seeks to compound wealth at attractive rates of return over the long term by focusing on high quality, resilient, well managed companies.
The Fund takes a ‘value-style’ approach to invest in a diverse range of 25-40 developed-market listed companies & has different characteristics to many global equity managers with lower market exposure, high consistent income & less volatility.
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.
The Fund aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
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)
