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Intermede Global Equities Fund

Fund Description:  The Fund invests in an actively managed portfolio of equities listed (or expected to be listed) on share markets around the world. The Fund is not hedged to the Australian dollar.

Investment approach: Intermede engages in intensive research to identify investment opportunities in mid and large capitalisation companies and across developed and emerging markets. The Fund is a concentrated portfolio of approximately 40-50 equities.

Intermede's investment philosophy is that companies with good management and strong market positions in attractive industries will outperform if their shares are bought at the right price. Intermede implements its philosophy through a rigorous investment process. Intermede looks for companies that meet some or all of the following criteria:

  • a sustainable competitive advantage eg a dominant position in their industry
  • a superior business model eg their costs grow more slowly than revenue
  • an excellent management team eg proven track record and clear strategy for growth, and
  • a price lower than Intermede's valuation for the company.
     

Fund facts

Fund objective

The Fund aims to deliver a return that exceeds the Benchmark (before fees) over seven-year periods.

 

APIR code

PPL0036AU

Inception date

20 March 2015

Benchmark

MSCI All Country World Index (net dividends reinvested) (A$)

Minimum suggested timeframe

7 years or more (Please note this is a guide not a recommendation).

Management Fee

0.99% per annum (including GST, net of Reduced Input Tax Credit)

Minimum initial investment

$20,000

Minimum additional investment

$1,000

Risk level

High: The likelihood of the value of your investment going down over the short term is relatively high compared to investments in funds investing in other types of assets such as fixed income or cash.

Distribution frequency

Annual

Indicative asset allocation ranges

Global developed markets: 70%-100%

Global emerging markets: 0%-30%

Cash and cash equivalents: 0%-10%

Typical number of stocks

40-50

The above is just a snapshot of the Fund's terms and features. Further terms and conditions are set out in the Fund's PDS.

Unit prices

View all prices

How to invest in the fund

Direct investors:

Speak to your financial adviser for more information or invest directly through the Product Disclosure Statement (PDS) available under Resources.

Advisers:

Speak to your Business Development Manager for more information on available platforms.

ASX mFund Settlement Service:

If you don’t have an existing stockbroking account, contact a participating broker, such as nabtrade, today. A complete list of participating stockbrokers can be found on the ASX website.