Global Equities Plus

Investment Objective

• To provide investors with long term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with the equivalent risk (before fees and taxes) over rolling 3 year periods.

• Benchmark of 100% MSCI World ex Australia Accumulation Index (AUD)

Investment Approach

• We use a return layering approach which has 100% invested in a global equity allocation and then adds different exposures from a variety of exposures which may include - credit overlay, commodities, and a geared equities exposure to enhance returns

• The fund also employs downside protection trades to mitigate losses from an adverse market event.

Investor Benefits

• Capital and cost efficient versus using “geared” equities

• Offers enhanced return potential for clients seeking capital gains

• Complements active and passive approaches