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Global shares provide diversification in an investment portfolio, as well as exposure to the world's best companies and industries under represented in Australia.
Investing in global shares provides geographical and industry diversification, which may improve a portfolio’s risk and return potential.
In accessing companies that operate in a different environment from Australia, you can potentially benefit from broader opportunities.
Country-specific drivers of share performance, such as economic growth, politics and regulatory issues have the potential to create wide variations in share performance over differing timeframes. This creates abundant opportunities for active investors who are continually seeking quality companies and are not limited to investing in a single country or region.
Barrow Hanley Global Share Fund
Perpetual Investment Management Limited has appointed specialist investment manager Barrow, Hanley, Mewhinney & Strauss, LLC (‘Barrow Hanley’) to manage the Barrow Hanley Global Share Fund. Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives.
Barrow Hanley Global Share Fund (Managed Fund) (ASX: GLOB)
The Barrow Hanley Global Share Fund has an unquoted unit class or an ASX quoted unit class.
GLOB is a unit class in the Barrow Hanley Global Share Fund that is quoted and traded on the ASX as an Exchange Traded Managed Fund (ETMF). The Fund is managed by Barrow Hanley, who is part of Perpetual Asset Management International.
Trillium ESG Global Equity Fund
An actively managed, diversified portfolio of global equities, which provides the potential for long-term capital growth by investing in companies that are leaders in managing environmental, social and governance (ESG) risks and opportunities.
The Fund provides investors with an opportunity to align values in Trillium’s vision of investing in global companies that aim for a more sustainable future and meet the dual mandate of ESG leadership and financial quality.
Trillium Global Sustainable Opportunities Fund
The Trillium Global Sustainable Opportunities Fund is actively managed with a concentrated high-conviction, sustainability-themed strategy that invests in companies positioned to thrive during the transition to a more sustainable economy.
Barrow Hanley Emerging Markets Fund
The Barrow Hanley Emerging Markets Fund aims to provide long-term capital growth through investment in emerging market shares and to outperform the MSCI Emerging Markets Net Total Return Index (AUD) (before fees and taxes) over a full market cycle, typically five-years.
Barrow Hanley Global Equity Trust
The investment objective of the Barrow Hanley Global Equity Trust (“Trust”) is to provide investors with higher returns compared to the Benchmark (the MSCI World Index (AUD)), while maintaining lower risk.
The substantial size of the global share market provides investors with the potential to capture thousands of additional investment opportunities.
An investment in global shares can provide access to future growth leaders in industries such as healthcare and information technology – industries that are comparatively small in Australia.
Spreading your money across different regions and industries can improve your portfolio’s risk and return potential as companies operating in differing environments are exposed to different drivers of performance.
Investors can share in the growth of global companies and access emerging companies that may become tomorrow’s global leaders.
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Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2023/
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