Walter Scott Global Equity Fund (Hedged)
About this Fund
|FUND MANAGER||Walter Scott & Partners|
|ASSET CLASS||GLOBAL EQUITIES|
The Fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott’s opinion, offer strong and sustained earnings growth by investing in the Walter Scott Global Equity Fund (Underlying Fund).
The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A hedged with net dividends reinvested (Benchmark)
|BENCHMARK||MSCI World ex Australia Index, in $A hedged with net dividends reinvested|
|FUND SIZE||MSCI World ex Australia Index, in $A hedged with net dividends reinvested|
|NO. OF HOLDINGS||40-60|
|FEES||1.28% p.a. (inclusive of the net effect of GST)|
Benefits of investing in the Walter Scott Global Equity Fund (Hedged)
Medium to High
The Fund may be suitable for investors who are looking for an investment with the objective of the Fund listed above and are prepared to accept the risks of the Fund.
The Fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott's opinion, offer strong and sustained earnings growth by investing in the Walter Scott Global Equity Fund (Underlying Fund). The Underlying Fund will not invest in tobacco' securities as defined by Global Industry Classification Standards (GICS) and controversial weapons' securities as defined by MSCI, Inc.
The Underlying Fund is actively managed using a benchmark unaware, fundamental, bottom-up and research-driven approach to build a portfolio of strong growth companies capable of generating wealth over long periods of time. The investment approach combines detailed financial analysis with business and management analysis. The portfolio is constructed with a primary focus on stock-based analysis and a bias towards strong growth companies which Walter Scott believes are capable of generating high earnings growth.
How we invest your money
The Underlying Fund may be exposed to derivatives to either obtain or reduce market exposures. The Underlying Fund may use foreign exchange spot contracts to facilitate settlement of stock purchases.
The Fund's exposure to international assets is hedged by the Investment Manager back to Australian dollars.