Investment opportunity
Global Growth Portfolio
A globally diversified equity allocation aimed at long-term capital growth for clients able to tolerate market volatility over a multi-year horizon. Expected return figures are estimates, not promises.
Key information
- Asset class
- Listed equities
- Target / expected return
- Expected 10–14% p.a. over the cycle
- Risk level
- Growth
- Minimum investment
- $25,000
- Term
- Open-ended, 5 year horizon suggested
- Liquidity
- Monthly redemption windows
- Fees
- Management fee applies; see the product documentation
- Availability
- Closing soon
How it works
- 1
Subscribe
Complete suitability and onboarding steps, then submit your subscription.
- 2
Invest
Capital is invested across regions and sectors per the published mandate.
- 3
Monitor
Track valuations and reporting through your client portal.
- 4
Redeem
Request redemption at a monthly window, subject to the product terms.
Risks
Investment involves risk, including the possible loss of capital. Read this section in full before subscribing.
- Equity markets can fall sharply; capital is at risk.
- Past performance is not a guide to future results.
- Concentration in certain regions or sectors may increase volatility.
- Currency movements may affect returns.
Documents
Documents are released through your client portal once verification is complete.
Product factsheet
PDF · pending publication
Key information document
PDF · pending publication
Subscription terms
PDF · pending publication