Investment funds / non-KiwiSaver / Shares / Global
The Antipodes Global Fund - Long (PIE) typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 holdings). The Fund may also use exchange traded derivatives to achieve long equity exposure. In the absence of finding individual securities that meet Antipodes’ investment criteria, cash may be held. The Fund aims to provide income and some capital growth over the long-term. The Fund is willing to take high risk in search of greater returns, and investors are comfortable with volatility and with the high risk of negative returns, with the potential to produce higher returns over the long term. Investors aim to invest over a longer period.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.