Ironbark Royal London Concentrated Global Share Fund
About this Fund
|FUND MANAGER||Royal London Asset Management|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in a focused selection of equities on a global basis.|
|INVESTMENT PROFILE||The Fund seeks to outperform the Benchmark by 2-3% after fees, over five year rolling periods.|
|BENCHMARK||MSCI World NR (AUD)|
|FUND SIZE||MSCI World NR (AUD)|
|NO. OF HOLDINGS||20-45|
Benefits of investing in the Ironbark Royal London Concentrated Global Share Fund
The Fund is intended to be suited to investors who seek long term capital growth and accept that fluctuations in investment returns may be experienced.
About the Fund
The Ironbark Royal London Concentrated Global Share Fund seeks to outperform the MSCI World NR (AUD) by 2-3% after fees, over five year rolling periods.
The Fund is a concentrated, actively managed international share strategy with a fundamental stock picking approach that is designed to identify high conviction and undervalued wealth-creating stocks around the globe. The Fund invests in recognised stock exchanges of any country which is a constituent of the MSCI World Benchmark regardless of market cap size and sector, through Royal London's established investment philosophy and process.
The Fund is a long-only equity strategy that invests in approximately 20-45 companies globally. The team identify and invest in securities that fulfill three key criteria - they must demonstrate evidence of future shareholder wealth creation; be priced with an attractive valuation; and exhibit a stock specific investment margin of safety.
How we invest your money
The Fund adopts a high conviction, long-only stock picking approach that invests in listed shares of 20-45 companies around the globe, which Royal London believe will:
The Fund aims to be fully invested in global listed shares, however can have exposure to cash. The combination of management strategy, capital allocation, business models, long-term valuation opportunities and an investment margin of safety' leads to a style that is both valuation and quality focused.