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 aims to outperform the MSCI All Country World Index over the investment cycle (typically 3-5 years).
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.
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)
A concentrated portfolio of outstanding global companies with clear strategies for creating long term value. (For Wholesale Investors only).
We are a quality-focused, high-conviction global fund with a long-term focus. The 5AM Capital strategy is focused on capital preservation and growth, via owning 15-30 of the world's best businesses.
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 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 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 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 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.
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 Forager International Shares Fund offers a different approach to investing overseas. With investments in large liquid and resilient businesses, combined with smaller value-based ideas, the Fund offers exposure to a unique portfolio of global shares.
The Fund invests in founder-led companies creating new products and services with proven growth. (This is for Wholesale Investors only)
The Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
Pella seeks to construct a portfolio with a superior growth/valuation relationship and quality to the Market by targeting companies that are growing, trading on attractive valuations, generate strong returns on capital, and have strong ESG credentials.
