About the Fund
The Wholesale Global Equity - Value Fund invests chiefly in international shares chosen for their potential to provide strong capital growth.
The Fund typically holds a diversified portfolio of global stocks in listed companies with characteristics such as market capitalisation in excess of $US500 million and attractive growth rates relative to their peers.
The fund invests predominantly in international shares chosen for the potential to provide strong capital growth.
The investment strategy for the fund is to buy shares in primarily large, stable corporations in mainstream economic regions.
The fund suits investors prepared to accept a high level of volatility and risk as a trade-off for returns that might typically be expected to be above those returned by other asset classes over the longer term.
What are the risks?
The Fund may be suitable for a consumer with a more aggressive or very high-risk appetite, seeking to maximise returns and can accept higher potential losses (eg has the ability to bear more than 6 negative returns over a 20-year period (SRM 7)) in order to target a higher return.
The ‘Risks of investing’ section of the Product Disclosure Statement and Incorporated Information for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR Code | NML0348AU |
| Minimum investment | $25,000 |
| Investment objective | To provide investors with long-term capital growth. The benchmark for the Fund is the MSCI World ex-Australia Index (Net Dividends Reinvested), in Australian dollar terms. In seeking to achieve the investment objective, we aim to provide a total return, before costs and tax, of 300 bps pa above the benchmark over full market cycles, generally a rolling 3-5 year basis. |
| Minimum suggested timeframe |
5 years |
| Distribution frequency |
Yearly |
| Product inception date |
30 Nov 2001 |
| Risk level (1-7) |
7. Very high |
| Benchmark | MSCI World (ex Australia) Net Accumulation Index |
| Product status | Open |
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What you need to know
This information has been prepared by National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM). This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of NMFM.
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their objectives, financial situation and needs.
The investment option referred to on this page is available through products issued by N.M. Superannuation Proprietary Ltd ABN 31 008 428 322, AFSL 234654 (NM Super)..
Neither NM Super, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. All information on this website is subject to change without notice. NMFM is part of the AMP group.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report. For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.