To maximise risk-adjusted, long-term returns by investing in stocks from around the world, while carefully controlling portfolio risk and transaction costs.

Investment Strategy:

The option’s investment strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited by a disciplined, objective investment process. The manager’s investment approach employs structured stock and sector/country valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth, and price-related factors. This allows the manager to systematically unearth securities with unrecognised value, as well as improving earnings prospects, to help unlock that value. The option does not hedge currency risk.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
BT Margin Lending	75%	BT
Macquarie Margin Loan	70%	Macq
NAB Margin Lending	60%	NAB
St. George Margin Lending	70%	StG
Suncorp Margin Lending	70%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.