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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

$1B1

 

Unit Trust

20% p.a.2

over 3 years (net)

Unit Trust

171%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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Bob Desmond Podcast: The Rules of Investing | Livewire
Bob Desmond | 26th February 2021

In this episode of The Rules of Investing, we discuss investing during high inflation and some of the unexpected challenges this throws up, where he sees pockets of excess and where he's finding opportunities in equities, and why he thinks tech stocks still offer attractive returns.

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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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