SGF offers investors the opportunity to invest in a fund which specialises in investing in international shares. We follow a value-driven investment approach supported by intensive fundamental research, which enables us to invest in strong but undervalued companies around the world. As true investors – not speculators – we take a long-term view that allows us to ignore the fluctuations of the day and focus on a company’s intrinsic value.
Strategic Global Fund’s recent awards.
Relatively low correlation to the MSCI World ex Australia AUD Index and S&P/ASX 300 Index, providing some diversification benefits to a client’s multi-sector portfolio.
A genuinely actively-managed investment approach, resulting in a portfolio that will tend to be highly differentiated to the traditional global equity fund.
Low turnover and tax efficient.
The Strategic Global Fund is a registered managed fund based in Australia that offers investors the opportunity to invest in international shares. We create value for our investors by searching for compelling opportunities which have been overlooked in global share markets. We pride ourselves on bringing a fresh perspective.
We think and act long-term.
Our investment approach is simple: We invest in listed businesses with a focus on identifying hidden or unrealised value, often in investment themes that play out over years. In studying investment opportunities we develop a deep understanding of the sectors and companies; perform rigorous fundamental work based on facts and data.
We maintain an independent and objective viewpoint.
The latest news and insights from our Investment Team.
If you have any questions or would like to know further about the SGF, please feel free to Contact Us or fill out an Request for Information form via the following links:
