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Funds available to Wholesale Clients in Australia are listed below. If you’d like further information on our funds, segregated services or investment capabilities, please get in touch.
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Worldwide Positive Change FundThe Worldwide Positive Change Fund aims to produce capital growth over the long term by investing primarily in the equities of companies whose products, behaviour or services make a positive social impact.Worldwide Long Term Global Growth FundThe Worldwide Long Term Global Growth Fund aims to provide strong returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio.Worldwide Global Alpha FundThe Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.Worldwide Asia Ex Japan FundThe Worldwide Asia Ex Japan Fund aims to produce returns comprising capital growth over the long term through investment primarily in equity securities in Asia (excluding Japan). It is not proposed to concentrate investments in any one country, market or sector.Worldwide Diversified Return Euro FundThe Worldwide Diversified Return Euro Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.Worldwide Diversified Return US Dollar FundThe Worldwide Diversified Return US Dollar Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.Worldwide Diversified Return Yen FundThe Worldwide Diversified Return Yen Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.Worldwide Emerging Markets Leading Companies FundThe Worldwide Emerging Markets Leading Companies Fund aims to maximise total return principally through investment primarily in a portfolio of companies deriving a substantial part of their income from, or having a substantial proportion of their assets located in, one or more Emerging Market Countries.Worldwide Global Alpha Choice FundThe Worldwide Global Alpha Choice Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.Worldwide Global Strategic Bond FundThe Worldwide Global Strategic Bond Fund aims to achieve a high level of total return by investing in a diversified portfolio consisting primarily of corporate bonds which are listed, traded or dealt in on one or more Regulated Markets worldwide.Worldwide Global Income Growth FundThe investment objective of the Fund is to obtain a yield higher than that generally available from investment in global equity securities while, over the longer term, achieving growth in both capital and income. The Fund will principally invest in global equities and may also invest in other transferable securities, money market instruments, cash and cash equivalents.Worldwide Global Stewardship FundThe Worldwide Global Stewardship Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide and meet environmental, social and governance criteria and demonstrate good stewardship. The Fund excludes companies from certain industries and companies which are inconsistent with the United Nations Global Compact Principles for Business.Worldwide Health Innovation FundThe Worldwide Health Innovation Fund aims to provide strong returns over the long term by investing primarily in a global equity portfolio selected from companies engaged in the health care industry.Worldwide Japanese FundThe Worldwide Japanese Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets in Japan.Worldwide Pan-European FundThe Worldwide Pan-European Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets across Europe.Worldwide US Equity Growth FundThe Worldwide US Equity Growth Fund aims to maximise total return principally through investment in equities which are listed on Regulated Markets in the US.Worldwide Discovery FundThis fund is currently closed to new investors. The Worldwide Discovery Fund aims to produce attractive long-term returns, mainly through capital growth. The Fund will invest primarily in equities which are listed, traded or dealt in on Regulated Markets worldwide and which will typically be stocks of smaller or younger companies that the Investment Manager considers to have strong future growth prospects.