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.
The Schroder Global Equity Alpha Fund – Active ETF (the Fund) is an actively managed, unconstrained, ‘best ideas’ global equities fund listed under the ticker ALPH on the Australian Stock Exchange (ASX). ALPH aims to provide capital growth in excess of the MSCI All Country World (Net TR) Index over a 3-5 year period. While pursuing a style agnostic approach, ALPH tilts to underweight value and overweight quality and growth, distinctively targeting companies that have strong growth prospects yet to be recognised by the market.
The fund aims to provide investors with the performance of the S&P/ASX 200 Accumulation Index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX.
The investment objective of the Fund is to outperform the MSCI World ex Australia Index – NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.
The PM Capital Global Opportunities Fund Limited provides investors with an opportunity to invest in global equities via an Australian Securities Exchange (ASX) listed investment company. The company began trading on the ASX on 12 December 2013. The Company’s investment objective is to provide long-term capital growth over a seven-year plus investment horizon through investment in a concentrated portfolio of undervalued global (including Australian) equities and other investment securities.
GHHF seeks to help investors build long-term wealth by providing moderately geared exposure to a diversified portfolio of Australian and global equities.
BSUB aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of floating rate subordinated bonds issued by the four major Australian banks.
QAU is backed by physical gold bullion and aims to track the performance of the price of gold, hedged for currency movements in the AUD/USD exchange rate (before fees and expenses).
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's investment objective is to maximise the total return (income and growth) for investors by holding a relatively concentrated portfolio of investments.
Opportunity for high income from Australian shares
QHAL gives investors exposure to a diversified portfolio of quality international companies from developed markets (ex Australia) with returns hedged into Australian dollars. QHAL aims to provide investment returns before fees and other costs which track the performance of the Index.
The 360 Capital Mortgage REIT (ASX:TCF) provides investors access to credit opportunities secured by Australian real estate assets. TCF aims to deliver regular monthly income to investors through disciplined asset selection and risk analysis.
To provide investors with high capital growth over the medium to long term (3-5 years) by seeking exposure to the Asian markets (other than the Japan market), adjusted to take into account certain ESG (Environmental, Social and Governance) considerations.
