About the Fund
The Fund provides diversified exposure to securities across global equity markets. The Fund is intended to be suitable for investors seeking to invest for at least five years, with a preference for capital growth and some income over the long term. Leverage may be employed to take advantage of investment opportunities in the market. As such, at times the Fund may experience periods of high volatility.
Fund Facts
Fund Performance
Fund Performance (Net) as at 31 Aug 2025
| 1M | 3M | 1YR | 3YR (p.a) | 5YR (p.a) | 10YR (p.a) | SI (p.a) | |
|---|---|---|---|---|---|---|---|
| Fund | 1.05% | 2.34% | - | - | - | - | 5.28% |
Data powered by FE fundinfo. Past performance is not a reliable indicator of future performance. The Inception date for Class A is 4 February 2025.
FE fundinfo calculates performance using the Australian FSC Standard by constructing a total value index series that reflects the percentage change in investments assuming the reinvestment of all distributions. A total value index series is constructed using the Ex-Distribution exit price, which is calculated at the end of a distribution period by deducting the distribution amount by the Cum distribution exit price.
Past performance figures that are less than 12 months are for informational purposes only and are not to be relied upon when considering the likely future performance of the Fund.
Data powered by FE fundinfo
Performance is calculated on a bid-to-bid basis with income reinvested. It is important to know that unit prices reflect the value of the underlying assets of the funds and so can go down as well as up.
Past performance is not indicative of future performance. Where a fund invests in overseas securities, the unit prices may also rise and fall purely on account of exchange rate fluctuations.
Resources
You should read the Fund's PDS and the TMD to ensure the key attributes of the Fund as described in the PDS and TMD aligns with your objectives, financial situation and needs before making a decision about whether to acquire or continue to hold the Fund.
Ways to Invest
