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