Arrowstreet Global Equities Fund

Investment objective

The Arrowstreet Global Equities Fund to achieve a long-term total return (before fees and expenses) that exceeds the MSCI All Country World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).

Investment strategy

The Fund provides exposure to a diversified portfolio of global equities which may include securities listed in emerging and frontier markets as well as securities of small and micro capitalisation companies. The Fund is actively managed using a quantitative approach and stock selection modelling that evaluates securities on an integrated basis to exploit tactical opportunities across different factors, with the aim of controlling risk relative to the Benchmark and maximising the likelihood of outperforming it. The Fund’s exposure to foreign currencies is not hedged back to Australian dollars.

Investment manager

Macquarie Asset Management is an integrated asset manager across public and private markets offering a diverse range of capabilities including real assets, real estate, credit, and equities and multi-asset. Macquarie Asset Management also selects specialist investment managers to bring their signature strategies to you through the Macquarie.

Macquarie Investment Management Australia Limited, which forms part of Macquarie Asset Management, Macquarie Group’s asset management business, has appointed Arrowstreet Capital, Limited Partnership (Arrowstreet) as investment manager of the Arrowstreet Global Equity Fund.

Arrowstreet is an independent private partnership that serves as a discretionary institutional global equity manager. Arrowstreet is wholly-owned and controlled by members of the firm’s senior management and non-executive directors. Arrowstreet was founded in June 1999 and its principal place of business is located in Boston, Massachusetts.