ManagerFund NameInvestment StyleWebsite
Harding LoevnerQuality Growth
  • Tax-conscious strategy encompassing a buy and hold approach utilising 60–70 stocks and a low expected annual turnover
  • Bottom up analysis focused on quality and growth
Robeco Hong Kong LimitedEnhanced 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:

  • Value
  • Quality
  • Momentum
  • Analyst Revisions
Longview PartnersGlobal Equities
  • Bottomup basis that seeks to invest only in quality companies, with improving business fundamentals and attractive cashbased valuations
  • Concentrated growth investment philosophy
Sands CapitalGlobal Growth
  • Independent, research driven approach based on a bottomup fundamental focused
Neuberger Berman Australia Pty LtdEmerging Markets Equity Trust
  • Focus on high return emerging markets securities with sustainable cash flow growth potential
Bell Asset ManagementGlobal 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 LtdMacquarie 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:
a) investing in shares, derivatives and cash, with the aim of providing exposure that closely resembles the exposure of the Index, and
b) entering into a swap agreement with Macquarie Financial Holdings Pty Limited (Swap Counterparty).

These arrangements enable the Fund to provide True Indexing regardless of the performance of the Underlying Investments.

International Shares Chart

List of International Shares can be viewed here

All data is current as at 30 June 2020, all values are unaudited and subject to change.

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