UGC Platinum Alpha Fund

UGC Platinum Alpha Fund2020-12-15T03:31:30+00:00

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

Vasco Custodians Pty Ltd

Investment Manager

UGC Asset Management Pty Ltd

Administration Manager

Vasco Fund Services Pty Limited

Minimum Investment

$50,000 (Available to Wholesale Investors)

Further Information

Please contact the Investment Manager for further information