The Fund seeks to achieve a long-term return in excess of the Benchmark by actively investing primarily in a portfolio of emerging market companies.
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Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Fund seeks to achieve a long-term return in excess of the Benchmark by actively investing primarily in a portfolio of emerging market companies.
Access the long term potential growth of global emerging and frontier markets.
The Fund typically invests in a select number of attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges (usually a minimum 30 long holdings).
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.
This strategy aims to deliver attractive long-term returns by investing in a diversified portfolio of listed companies in developed and emerging markets, with significantly lower risk than the market. (For Wholesale Investors Only)
An intelligent climate change investment solution.
A high conviction portfolio with a sustainable edge.
The Fund invests primarily in a concentrated portfolio of around 40-70 emerging market listed securities with the potential for capital growth and increased earning potential.
This strategy aims to deliver superior long-term returns by actively investing in undervalued companies and short-selling overvalued companies across global developed and emerging markets. (For Wholesale Investors Only)
The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
The TT Global Environmental Impact Fund aims to generate strong long-term returns by investing in the leading global structural growth theme – the green transition.
The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
This strategy aims to deliver superior long-term returns by actively investing in a diversified portfolio of global companies whilst promoting sustainable characteristics including a Net Zero inspired decarbonisation target (For Wholesale Investors Only)
Maximise long-term returns by borrowing to invest in a diversified portfolio of global companies. (For Wholesale Investors only)
The Fund gives investors access to a professionally managed portfolio of select global listed infrastructure securities.