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A global portfolio of 10-15 quality growth businesses for the long term

International Fund

We invest in some of the world’s best businesses, following our disciplined and time-tested investment process. With only 10 – 15 companies in our portfolio, we own companies with durable competitive advantages, resilient earnings, financial strength and seasoned management teams. Our purchases are made at a discount to our assessment of fair value, providing our investors both a margin of safety and upside potential. 

Strategy Inception

2011

 

Strategy FUM

$915m1

 

Unit Trust

16.1% p.a.2

over 3 years (net)

Unit Trust

141.9%2

Returns since inception (net)
Number of Stocks: 10 - 15
Max Cash: 10%
Investment Structure: MDA, Unit Trust (Hedged & Unhedged) and mFund (Hedged & Unhedged)
Benchmark: MSCI All Countries World Accum Index ex-Australia (AUD)
Responsible Entity: Equity Trustees Limited
Distribution Frequency: Bi-annually
Min. Investment: $20,000
Buy/Sell Spread: 0.10%/0.10%
Management Fee: 1.25% inc. GST
Performance Fee: None
Platform Availability: Hub24, Mason Stevens, Netwealth, Powerwrap, mFund, ClearView

News & Media

Keep up to date with the team’s view on markets and the performance of the fund.

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Strong capital allocation made the difference in this healthcare business
Luke Davrain | 1st February 2021

Agilent Technologies is a life sciences company that provide a range of analytical instruments involved primarily in quality control and assurance of the lab.

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Why 15 stocks are all you need
Bob Desmond | 18th December 2020

With a mandate of owning 10-15 stocks, I am often asked: “How do I sleep at night given the concentration risk?” 

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