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 is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential.
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’s objective is to deliver global equity-like returns over rolling 5 year periods, while providing downside protection for severe market falls, to deliver beneficial results over the full cycle.
The Fund’s objective is to provide an attractive risk-adjusted return in excess of the Benchmark over a rolling 5–7-year period.
The Fund’s objective is long-term capital growth and to outperform the MSCI All Country World Index focusing on mid- and large-capitalisation companies across global equity markets.
A quality, high-conviction global fund with a long-term focus.
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 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 employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
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 is a long short investment fund investing in developed market equities in Australia and internationally (For Wholesale Investors Only)
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 grow wealth for its investors over the long term by investing in well-managed, growing businesses. (For Wholesale Investors Only)
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.
