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Global Masters Fund

About this Fund

Fund Detail

PDS
FUND MANAGER EC Pohl & Co
ASX Code GFL*
APIR
ASSET CLASS LISTED INVESTMENT COMPANY
INVESTMENT STYLE GFL invests in Berkshire Hathaway Inc listed on the New York Stock Exchange (NYSE) and other global investments.
INVESTMENT PROFILE GFL aims to achieve medium to long-term capital growth and income, and to preserve and enhance the NTA backing per share after allowing for inflation.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE
BENCHMARK N/A
FUND SIZE N/A
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS
FEES 1% p.a. on the actively managed portion of the portfolio
STRUCTURE

Benefits

Benefits

Benefits of investing in GFL

The benefits for investors in Global Masters Fund Limited are:

  • Reduced share investment risk through a diversified investment portfolio;
  • Professional and disciplined management of an investment portfolio;
  • No entry or exit charges made by the Company; and
  • Easy access to information via the Company's website www.globalmastersfund.com.au
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

Global Masters Fund Limited (the "Company) was listed on the ASX in 2006 with the strategy to provide a vehicle for Australian investors, seeking long-term capital growth through investing in Berkshire Hathaway Inc listed on the New York Stock Exchange (NYSE) and other global investments. The Company's policy is not to hedge the underlying currencies of its portfolio of global investments.

The portfolio is managed by EC Pohl & Co Pty Ltd which has a strong funds management investment team. The composition and performance of the investment portfolio is monitored by the Board of Directors, which comprises business people with many years of experience in business, investment and funds management.

There is no fixed management fee and no performance fee payable to the Manager for the administration of the Company and the existing investments in Berkshire Hathaway, Athelney and FSI. However, for the new mandate given to the Manager (excluding the existing investments), there will be a fee payable for good performance and active management in terms of a pre-determined formula.

The investment objectives of Global Masters Fund Limited are:

  • To achieve medium to long-term capital growth and income through investing in listed international companies, including Berkshire Hathaway Inc (NYSE), Athelney Unit Trust Plc (LSE) and Flagship Investments Limited (ASX); and
  • To preserve and enhance the NTA backing per share after allowing for inflation.

Mandate

How we invest your money

It is Global Masters' current policy to manage the portfolio within the following guidelines:

  • A substantial portion of the Company's assets will be invested in the USA and the UK to provide investors with an exposure to other major world economies.
  • The exposure to other currencies will remain unhedged; and
  • GFL will aim to maintain more than 95 per cent of available funds in equity investments at all times. The remaining funds will be held in bank bills, similar cash securities and on deposit in the short term money market.