Strategic Global Fund - ARSN 613 886 392 APIR OMF0027AU
The Strategic Global Fund is a registered retail managed fund that offers investors the opportunity to invest in a fund which specialises in investing in outstanding listed companies that trade on international share markets.
We create value for our investors by searching for compelling opportunities which have been overlooked in international share markets.
SGF invests with a long-term time horizon and employs a fundamental, bottom-up approach. Independent proprietary research is the key to our investment process.
The investment objective of this Fund is to provide capital growth over the long-term through searching out undervalued listed investments in companies around the world.
Where Is The Fund’s Money Invested?
The Fund primarily invests in listed securities. The Portfolio will ideally consist of 7-30 securities that our investment team believe to be undervalued by the market. Cash may be held when undervalued securities cannot be found.
The Portfolio of the Fund will typically have 80% or more net equity exposure.
The Portfolio is constructed in accordance with our disciplined, research-driven investment process.
This Fund May Be Suited To You If You:
Believe in the long-term wealth creation potential of share investments
Wish to achieve investment diversification by accessing international share market opportunities
Accept that returns over the shorter term may fluctuate and that returns may be negative
Minimum Suggested Time Horizon
Five or more years.
Annually as at 30 June.
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