Walter Scott Global Equity Fund (Unhedged)

Investment objective

To seek to achieve a long-term (at least 5–7 years) total return that exceeds the relevant benchmark being the MSCI World ex-Australia Index in $A dollars hedged with net dividends reinvested.

Investment strategy

Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term.

As fundamental, bottom-up stock pickers, Walter Scott focuses on companies that are profitable, have a sound ability to generate cash, have strong balance sheets, and robust governance structures. Their approach is focused on the need to generate real returns over the long term. The fund will generally hold between 40 and 60 stocks.

Investment manager

Walter Scott is a global investment manager established in 1983, in Edinburgh, Scotland. Walter Scott has a wealth of experience in global equity investment. Walter Scott is a classical, fundamental and long-term growth manager. Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term. As fundamental, bottom-up stock pickers, Walter Scott focuses on companies that are profitable, have a sound ability to generate cash, have strong balance sheets, and robust governance structures. Their approach is focused on the need to generate real returns over the long term.

Unit price

Walter Scott Global Equity Fund Unit Price History*

* On 25 September the investment manager for the Antipodes Global Fund – Long was replaced with Walter Scott. The investment option name is now the Walter Scott Global Equity Fund (Unhedged).

Past performance is not a reliable indicator of future performance.

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

	1 mth	3 mth	6 mth	1 yr	2 yrs	3 yrs
Net return* (%)	1.05%	8.27%	12.10%	14.04%	9.52%	7.79%

^{Past performance is not a reliable indicator of future performance.

(*As at 31/03/2024)}

Key features

Key features
APIR Code	OVS8802AU
Risk level	6 – high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	1.20% p.a.
Recommended minimum investment period	Five to seven years