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GLOBAL EQUITY EXTENSION FUND
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CONTACT FIVE OCEANS
ASSET MANAGEMENT
Level 17,
255 Pitt Street
Sydney NSW 2000
Phone + 61 2 9994 7490
Fax + 61 2 9994 7654
Email info@5oam.com |
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GLOBAL EQUITY EXTENSION FUND
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| Objective |
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The Fund aims to outperform the MSCI World Index (unhedged AUD) over rolling five year periods 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 and targets a minimum 90% net equity exposure at all times. |
| 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.
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| Approach |
- Bottom up, valuation focused
- Leverages unique skills of the Five Oceans team
- Rigorous investment discipline
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How to invest
Please contact Five Oceans at info@5oam.com or on + 61 2 9994 7490 for further information.
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Disclaimer