Sharpbridge Equites Fund
The Fund aims to outperform the Benchmark over the investment cycle (typically 5-7years).
The Sharpbridge Equities Fund presents a professionally managed investment for long-term investors seeking to outperform the global equities benchmark.
The Fund invests in a diversified portfolio of larger-cap companies listed on stock exchanges around the world, employing a distinctive strategy that combines 'bottom-up' fundamental research with a 'top-down' macroeconomic analysis. This approach aims to identify and own undervalued growth businesses that possess clear catalysts for future performance. To manage risk, the Fund maintains a diversified portfolio and does not engage in currency hedging, short-selling, or the use of derivatives.
The objective is to capture strong positive relative returns over an investment cycle of five to seven years through this clear, unleveraged investment approach.
| Asset Class | Typical Allocation Range |
| Global equities | 90-100% |
| Cash | 0-10% |
Benefits
Investing in the Sharpbridge Equities Fund offers several benefits:
- Diversification: The fund invests in a diversified portfolio of global equities, primarily focusing on larger -cap companies listed on stock exchanges around the world. This diversification helps in spreading risk
across different markets and sectors. - Professional Management: The fund is managed by the Trustee, which employs a combination of “bottom up” fundamental research and “top-down” macroeconomic analysis to identify and exploit pricing
inefficiencies in the market. - Potential for High Returns: The fund aims to outperform the MSCI World NTR Index (AUD) over the investment cycle (typically -5-7 years). It seeks to generate strong positive relative returns.
- Long-Term Investment: The fund is designed for investors who are seeking a higher level of return while accepting a higher level of risk. It is suitable for long-term investment, with a suggested minimum
investment timeframe of 5 years. - No Hedging or Leverage: The fund will not engage in foreign currency hedging, short-selling, or derivatives, and it does not borrow or leverage any assets. This approach helps in managing risk and maintaining a
clear investment strategy. - Regular Reporting: Investors receive regular performance data and investment commentary on a monthly basis, ensuring transparency and keeping investors informed about the fund’s performance.
These benefits make the Fund an attractive option for investors looking for a professionally managed, diversified, and potentially high-return investment opportunity.
Risks
Different types of investments have different risk characteristics which will affect investment performance. As risk cannot be entirely avoided when investing, the philosophy employed for the Fund is to identify and
manage risk as far as is practicable.
We cannot promise that the ways in which risks are aimed at being managed will always be successful. Neither returns nor the money you invest in the Fund is guaranteed.
An investment in the Fund should be regarded as a long-term investment - look to invest for 5-7 years or longer.
Click here to view Sharpbridge Equities Fund Performance.
|
|
April |
May |
June |
July |
August |
September |
Cumulative |
|
Sharpbridge Equities Fund (Net of Fees) |
7.79% |
7.28% |
2.75% |
4.57% |
5.71% |
4.35% |
37.07% |
|
MSCI World Accumulation Index AUD |
-1.74% |
5.31% |
2.44% |
3.10% |
0.94% |
1.93% |
12.43% |
|
Outperformance vs Index (Net of Fees) |
9.54% |
1.97% |
0.31% |
1.48% |
4.77% |
2.42% |
24.64 |
The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Sharpbridge Funds Management will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or act on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action. Sharpbridge Funds Management Pty Ltd ABN 14 676 769 538. For wholesale investors only – Not suitable for retail distribution. Fund returns were prepared by William Buck (SA) Pty Ltd. Past performance cannot be relied upon as an indicator of future performance.
Founded in 2021 by Jarrad Stuart and Nick Chant, Sharpbridge Funds Management is a boutique financial services provider specialising in Funds Management.
We are a long only fund manager with an agnostic view on foreign exchange. Sharpbridge Funds Management is focused on generating alpha from fundamental research into companies whilst managing risk through a diversified portfolio. The Manager is focused on generating outperformance relative to a benchmark, the MSCI World NTR Indexed in Australian Dollars.
Sharpbridge Group, consisting of Sharpbridge Finance, Sharpbridge Financial Planning and Sharpbridge Wealth is a fully accredited mortgage broking and financial advisory firm of 10 people based in the Brisbane CBD and Melbourne Victora.
Originally founded as mortgage broking service, we have grown to provide a range of financial services to a wide array of stakeholders.
Sharpbridge Funds Management holds an Australian Financial Services Licence (AFSL No. 561296).
Jarrad is a Founder, Director, Portfolio Manager and Senior Broker at Sharpbridge Funds Management & Sharpbridge Finance (Group). He has been in the Finance industry since 2012. He holds a Bachelor of Commerce and Bachelor of Economics from the University of Queensland with Majors in Accounting, Finance & Quantitative Methods. He also has a Master of Applied Finance from Kaplan Professional with Majors in Investment Management and Corporate Finance. Jarrad has worked as a Senior Manager at major financial institutions including Commonwealth bank, Colonial First State, Suncorp and Ernst and Young.
His financial experience and qualifications allow him to build enduring client relationships and a wealth of knowledge around stock picking. Jarrad is also a Justice of the Peace (Qualified) and a Responsible Manager.
Jarrad enjoys spending quality time with his family and contributes to the community as the Treasury and Committee Member of the local Not for Profit Early Educations Centre.
Nick is a Founder, Portfolio Manager and CFO Sharpbridge Funds Management & Sharpbridge Finance (Group). He is responsible for undertaking due diligence on investment opportunities and well as researching various investment strategies. Nick is also involved with the day-to-day operations of the Sharpbridge Finance Group. Nick has gained over a decade of experience in financial markets. Prior to his time at Sharpbridge Finance, he worked in foreign exchange and cash markets at the Bank of Queensland Treasury Department.
Nick considers his practical experience in business to be an invaluable and differencing factor in the funds management landscape. He holds a Bachelor of Commerce from Griffith University along with a RG146 accreditation. He also is a Responsible Manager, is a Justice of the Peace (Qualified) and is a Member of the Australian Financial Markets Association (AFMA). He holds a Certificate IV in Finance.
On his time off Nick enjoys traveling, cooking, and taking the family greyhound Velma on walks.
Click here to view our latest Monthly Report
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