Investor suitability

For those who:

  • want a core foreign equity pool for your portfolio
  • are seeking the potential for capital growth
  • are investing for the medium and/or long term
  • can tolerate medium risk.

Fund overview

The pool’s investment objective is to provide maximum long-term capital growth by investing primarily in equity and equity-related securities of established companies throughout the world that the portfolio advisor believes have a competitively advantaged business model, good growth potential or good value.


Fund facts (2021-01-29)

Inception date

2018-10-29

Asset class

Global Equity

Income distribution

Annually

Minimum investment

$25,000 initial / $25 additional

Growth of $10,000