Global Hedge Equities Portfolio

Performance March QuarterYearInception (Apr 19)
Hedged Portfolio-3.3% -5.6%42.3%56.1%
  • Global Hedge Equities Portfolio
  • MSCI World Total Return (AUD)

Portfolio Construction

The Global Hedge Portfolio will typically hold 15-25 global, high quality companies.

Portfolio Construction

The Global Hedge Portfolio will typically hold 15-25 global, high quality companies.

Investment Objective

Maximise investment returns through fundamental company research, active portfolio management and downside protection.

Investment Objective

Maximise investment returns through fundamental company research, active portfolio management and downside protection.

Investment Strategy

Actively manage a portfolio of sustainable businesses with excellent management, a supportive thematic, strong growth

Investment Strategy

Actively manage a portfolio of sustainable businesses with excellent management, a supportive thematic, strong growth prospects, great business economics and a compelling valuation.

Portfolio Construction

The Global Hedge Portfolio will typically hold 15-25 global, high quality companies.

Investment Objective

Maximise investment returns through fundamental company research, active portfolio management and downside protection.

Investment Strategy

Actively manage a portfolio of sustainable businesses with excellent management, a supportive thematic, strong growth prospects, great business economics and a compelling valuation.

Monthly Newsletter

March 2021
February 2021
January 2021
December 2020
November 2020