Polaris Global Equity Fund (Hedged)
About this Fund
|FUND MANAGER||Polaris Capital Management, LLC|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in a diversified portfolio of global equities which may include emerging markets and small-capitalisation companies.|
|INVESTMENT PROFILE||The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the 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|
|FEES||1.28% p.a. of the net asset value of the Fund|
Benefits of investing in the Polaris 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 and are prepared to accept the risks of the Fund.
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 set out in Section 4. A Target Market Determination (TMD) for the Fund which includes a description of the class of consumers for whom the Fund is likely to be consistent with their objectives, financial situation and needs is available at macquarieim.com/TMD.
About the Fund
The Fund is actively managed using a, fundamental, research driven approach to build a diversified portfolio of companies that Polaris believes:
How we invest your money
The Fund provides exposure to a diversified portfolio of global equities by investing in the Polaris Global Equity Fund (Underlying Fund). The Underlying Fund is actively managed using a fundamental, research driven approach to build a diversified portfolio of companies that Polaris believes:
Polaris believes investor behaviour creates volatility that leads to temporary inefficiency in specific segments of global markets. During these periods, the stock price may not reflect a company's long-term fundamental valuation and/or future cash flows. The Polaris team seeks to buy such undervalued companies worldwide, regardless of benchmark inclusion/weight, domicile or market capitalisation.
For more information about the investment process for Polaris, go to Section 5 of the Information Booklet. The Underlying Fund generally does not intend to have exposure to derivatives, but may do so in limited circumstances.
The Fund's exposure to international assets is hedged by the Investment Manager back to Australian dollars.