|Manager||Fund Name||Investment Style||Website|
|Harding Loevner||Quality Growth||hardingloevner.com|
|Robeco Hong Kong Limited||Enhanced Indexing|
With its Enhanced Indexing strategies, Robeco provides a better alternative to passive investing. This approach enhances the risk/return and sustainability profile of an index by implementing small over and underweight positions to the index.
Robeco integrates sustainability into every step of the investment process: from stock ranking to portfolio construction. Robeco focusses on stocks that provide the following characteristics:
|Longview Partners||Global Equities||longview-partners.com|
|Sands Capital||Global Growth||sandscapital.com|
|Neuberger Berman Australia Pty Ltd||Emerging Markets Equity Trust||nb.com|
|Bell Asset Management||Global Small & Mid Cap|
Bell Asset Management's (BAM) approach to investing in global equities is based on the firm belief that a portfolio of very high quality businesses will deliver above average returns over the medium-to-long term. With this in mind, they seek to identify superior companies with sustainable competitive advantages and an ability to consistently generate above average returns on capital.
BAM takes a bottom-up fundamental approach. As fundamental investors, they focus on particular company specific attributes, including the judgement of the ‘quality’ of a company. This is done by assessing Management, Franchise Strength, Profitability, Financial Strength & Business Drivers.
The final part of the process before portfolio construction is to consider valuation. BAM’s investment time horizon is 3+ years, but they value companies based on an appropriate earnings multiple applied to their earnings estimate on a rolling basis, 1 to 2 years ahead.
|Macquarie Investment Management Australia Ltd||Macquarie True Index|
International Equities Fund
The Macquarie True Index International Equities Fund aims to provide investors with pre-tax returns that equal the returns of the MSCI World ex-Australia ex-Tobacco Net Dividends Index Reinvested in Australian dollars (unhedged).
The Fund achieves this by:
These arrangements enable the Fund to provide True Indexing regardless of the performance of the Underlying Investments.
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