Fund Summary
The Fund is a global equity fund focused on generating an after fee, pre-tax return of the greater of 3% per annum above the MSCI World Index (AUD) or 13% per annum on an absolute basis over a rolling 5 years period.
This is a total return focused, concentrated, capital growth biased investment approach with a specific focus on medium to long term investments in largely growth focused listed shares across the world’s major investment markets.
Key Documents
Key Information
Trustee
VT No. 2 Pty Ltd
Investment Manager
Unit Price
$1.1035 as at 31 May 2024
Administration Manager
Vasco Fund Services Pty Limited
Minimum Investment
$50,000 (Available to Wholesale Investors)
Reports & Updates
Further Information
Please contact the Investment Manager for further information