Five Oceans Asset Management

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WORLD FUND

GLOBAL FUND

PERFORMANCE

INVESTMENT REPORTS

CONTACT FIVE OCEANS
ASSET MANAGEMENT

Level 10,
255 Pitt Street
Sydney NSW 2000

Phone + 61 2 9994 7490
Fax + 61 2 9994 7654
Email info@5oam.com

WORLD FUND

Objective

The Fund aims to achieve capital growth over the long term (at least five years) through investing primarily in a concentrated portfolio of global equities. We do not manage the Fund in a way that attempts to track any particular index. The Fund is denominated in AUD.

Strategy

We consider that over the long term, superior risk-adjusted returns are generated through an emphasis on high conviction stock selection and attention to capital protection rather than by following an index. We believe in valuation analysis that can provide a different view from the market, on either a company's profitability or growth.

Approach

Bottom up, valuation focused
Leverages unique skills of the Five Oceans team
Rigorous investment discipline

Investment universe

Primarily shares in global companies
International equities and hybrid securities
Shares in unlisted international companies if they are due to list within 18 months

Research Ratings

Zenith Recommended Read report
Lonsec Recommended Read report

How to invest

To invest in the Five Oceans World Fund, you will need to visit our partner's website to download the product disclosure statement (PDS).

Challenger website

You can also find out more information on the Five Oceans World Fund by contacting your financial planner or Challenger Investor Services on 13 35 66.

Interests in the Five Oceans World Fund (ARSN 117 060 769) are offered and issued by Challenger Managed Investments Limited ABN 94 002 835 592. AFSL 234668.The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither Five Oceans Asset Management Pty Ltd, the product issuer, Challenger Managed Investments Limited, any Custodian, nor any entity or person associated with the Challenger Financial Services Group of companies guarantees repayment of your capital or the performance of your investment. The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product. If you acquire or hold the product, we and/or the Challenger group of companies will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and/or the Challenger group of companies and our respective employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including some Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund. Five Oceans Asset Management, some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.