The fund aims to achieve returns in excess of the S&P/ASX 200 Accumulation Index over the suggested minimum investment time period of five to seven years. Key features include:
- access to an actively-managed portfolio of up to 70 Australian shares,
- an investment approach driven by fundamental research, which seeks companies with superior management, a competitive edge, sound balance sheet, strong free cash flow and low gearing,
- and the ability for the portfolio manager to call on the research of a dedicated team of Australian analysts based in Sydney and regional analysts based in Hong Kong, from where Australian companies operating in global industries are analysed.
