WebApr 5, 2024 · The strategy of the Acadian Wholesale Geared Sustainable Global Equities managed fund is Using a systematic approach, Acadian uses ESG criteria to select stocks. These include excluding stocks that derive any revenue from tobacco and controversial weapons, more than 10% of gross revenue from alcohol, gambling and adult … WebAMP0683AU Future Directions International Share Fund - Wholesale 70% AUG0018AU Australian Ethical Australian Shares Fund (Wholesale) 75% ... BT Funds Management Limited FSF0043AU First Sentier Wholesale Geared Share Fund 35% BTA0011AU BT Classic Investment Funds - BT Split Income Fund 70% FSF0044AU Colonial First State …
Specialist Funds - AMP
WebApr 5, 2024 · The objective of the Acadian Wholesale Geared Sustainable Global Equities managed fund is To maximise risk-adjusted, long-term returns by borrowing to invest in … WebFund Performance The Wholesale Geared Share Fund outperformed its benchmark, the S&P/ASX 100 Accumulation Index, in the December quarter and continues to deliver attractive levels of excess returns over longer periods as our be-spoke fundamental research process allows us to identify high quality, growth stocks that we stickway
Macquarie Australian Shares Fund
WebSep 30, 2024 · Specialist Geared Australian Shares Fund. PDS update – 27 June 2024. PDS update - 30 January 2024. PDS update – 3 April 2024. Specialist Australian Share Fund. ... AMP Ethical Leaders International Share Fund. Platform - Class A investors. PDS update – 27 June 2024. PDS update – 3 April 2024. Wholesale - Class O investors. WebSep 30, 2024 · Specialist Geared Australian Shares Fund. PDS update – 27 June 2024. PDS update - 30 January 2024. PDS update – 3 April 2024. Specialist Australian Share … WebThe Perpetual Geared Australian Share Fund is an actively managed portfolio offering higher potential returns through gearing (borrowing within the fund). With broad market exposure, it aims to provide long-term capital growth and regular income. At Perpetual, we seek quality companies with sound management, conservative debt levels, recurring ... stickwater