The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) 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.
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 high risk 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.
Features and benefits of investing in the fund
• 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 invest in individual stocks, due to the lower stock specific risk that ETFs provide.
• 3.75 Star “Favourable” Rating by Asset Consultant SQM
|The Fund’s investment objective is to deliver gross performance (less fees) above the benchmark over rolling three-year periods.
|MSCI ACWI ex Australia (unhedged)
|No of ETFs
|5 -15 industry specific
|Pricing & Liquidity
|01 July 2021