Claremont Global Fund (unhedged)
Consumer's investment objective
Capital Growth
In target market
Capital Preservation
Not in target market
Capital Guaranteed
Not in target market
Income Distribution
Not in target market
More Information:
The Fund’s investment objective is to provide investors with an attractive risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period.
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
Not in target market
Core Component - a medium allocation (25-75% of portfolio)
Not in target market
Satellite - a small allocation (<25% of portfolio)
In target market
More Information:
The Fund may be suitable for investors seeking to have an exposure to international equity markets outside Australia and the currencies of those international equity markets.
Consumer's investment timeframe
Short (<= 2 years)
Not in target market
Medium (>2 years)
In target market
Long (>8 years)
Potentially in target market
More Information:
The minimum suggested timeframe for holding an investment in the Fund is 5-7years.
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
Not in target market
High - can tolerate up to 6 periods of underperformance over 20 years
In target market
Very High - can tolerate over 6 periods of underperformance over 20 years
In target market
More Information:
The consumer is prepared to accept a high level of risk of loss of investment over the suggested timeframe.
The Fund has a risk rating of 6 (High).
Consumer's need to withdraw money
Quarterly
In target market
Annually or longer
In target market
More Information:
The Fund currently allows for daily redemptions. The Fund is generally invested in large cap companies which have sufficient liquidity to allow the Fund to exit its entire position within a 1 trading day to meet liquidity requirements.
Claremont Global Fund (hedged)
Consumer's investment objective
Capital Growth
In target market
Capital Preservation
Not in target market
Capital Guaranteed
Not in target market
Income Distribution
Not in target market
More Information:
The Fund’s investment objective is to provide investors with an attractive risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period.
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
Not in target market
Core Component - a medium allocation (25-75% of portfolio)
Not in target market
Satellite - a small allocation (<25% of portfolio)
In target market
More Information:
The Fund may be suitable for investors seeking to have an exposure to international equity markets outside Australia and the currencies of those international equity markets.
Consumer's investment timeframe
Short (<= 2 years)
Not in target market
Medium (>2 years)
In target market
Long (>8 years)
Potentially in target market
More Information:
The minimum suggested timeframe for holding an investment in the Fund is 5-7years.
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
Not in target market
High - can tolerate up to 6 periods of underperformance over 20 years
In target market
Very High - can tolerate over 6 periods of underperformance over 20 years
In target market
More Information:
The consumer is prepared to accept a high level of risk of loss of investment over the suggested timeframe.
The Fund has a risk rating of 6 (High).
Consumer's need to withdraw money
Quarterly
In target market
Annually or longer
In target market
More Information:
The Fund currently allows for daily redemptions. The Fund is generally invested in large cap companies which have sufficient liquidity to allow the Fund to exit its entire position within a 1 trading day to meet liquidity requirements.
