EQT Eight Bays Global Fund
The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) and stocks listed on international stock exchanges such as the New York Stock Exchange and the NASDAQ.
The EQT Eight Bays Global Fund caters to investors with a high-risk tolerance seeking medium to long-term capital growth potential.
It offers exposure to a diversified mix of global growth industries through actively managed ETFs and selected international stocks.
Target access to technology, robotics, and other sectors currently under-represented on the ASX. The fund has the potential to deliver capital growth and a rising income stream over a investment timeframe, while also providing daily access to capital.
This makes it a compelling option for investors looking to diversify their portfolio beyond the Australian market and tap into global innovation.
The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) and stocks listed on international stock exchanges such as the New York Stock Exchange and the NASDAQ.
The ETFs are predominantly sector and industry based, providing investors with access to areas not well represented on the Australian share market such as technology, cyber-security, medical devices, and robotics.
Direct securities (stocks) will be those that make up the global MSCI ex Australia Index. The allocation to direct securities will be within 0-20% of the total allocation. Stocks are selected to gain more exposure to an attractive industry or business that is not adequately represented by existing ETFs or gain exposure to a sector or industry that is not currently covered by any ETFs.
Global equity ETFs provide an efficient, low-cost way for investors to gain access to global equity investment opportunities and growth sectors.
The Fund is designed for investors with a tolerance seeking medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying securities and ETFs.
- The potential to provide medium to long-term value by identifying industries and sectors with long-term capital and income growth prospects.
- Provides diversification into global industries and sectors, including new industries that are under-represented on the Australian Stock Exchange.
- The potential to deliver lower volatility in returns relative to more concentrated funds that only invest in individual stocks, due to the lower stock specific risk that ETFs provide.
- 3.75 Star “Favourable” Rating by Asset Consultant SQM.
- Daily liquidity.
Equity Trustees Limited (“Equity Trustees” or “ETL”) was established in 1888 by an Act of the Victorian Parliament to provide trustee and executor services, offering traditional trustee and estate management duties. Equity Trustees has developed into a financial services provider offering a broad range of products and services to a diverse client base.
Equity Trustees is the investment manager of the Fund. Equity Trustees is a wholly owned subsidiary of EQT Holdings Limited. Equity Trustees has an experienced team of investment professionals managing over $3.5bn for clients such as individual investors, corporate superannuation trusts, philanthropic investors and not-for-profit organisations.
Eight Bays Investment Management (EBIM) provides research and advisory services to the Investment Manager. EBIM is an investment manager established in 2019 which specialises in international ETF and equity markets. The principals of EBIM have significant financial markets experience with a particular focus on constructing portfolios in global equities.
George Clapham - Co-Portfolio Manager
George has more than 36 years of investment experience including managing long only, long/short equity and global equity portfolios. Before joining EightBays Investment Management, George was Head of Equities and Managing Partner of Arnhem Investment Management, ABN Amro Asset Management. Prior to that, he spent 16 years at Bankers Trust Australia where he was head of Equity Research.
Chris Haynes – Co-Portfolio Manager
Chris brings over 30 years investment and portfolio management experience. He has a proven track record of consistently above benchmark results for his Australian equities portfolio management as well as a reputation for team building and staff motivation. This he established through a career working at Concord Capital Pty Ltd, Northward Capital Ltd, Lend Lease Pty Ltd, and Bankers Trust Australia Limited.
Charles Cropper - Portfolio Manager/Analyst
Charles has previously worked in intellectual property and business development in the medical devices sector, and as a project manager for Japanese multinational Itochu. He has also owned and operated rural interests in Australia for more than 20 years, and managed private and related family investments in Australian and international equities.
Richard Newton - Portfolio Manager/Analyst
Richard has more than 34 years of experience in the Australian and international equity markets, having worked in Sydney, Hong Kong, and London throughout his career. Richard was instrumental in founding EightBays Investment Management, before which he was Managing Director at JP Morgan Australia and held several senior roles including Head of Australian and NZ Equity Syndicate during his 17 year tenure.
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