Investment objective

The investment objective of the Fund is to attempt to achieve over the long term a total return in excess of that of the MSCI EAFE Index (with net dividends reinvested). The Fund seeks to achieve its objective through investment in a concentrated portfolio of equity and equity-related securities of primarily, but not exclusively, large-sized companies, selected from the major markets (except the U.S. and Canada) and to a lesser extent from emerging markets worldwide. 

Fund particulars

Launch date17 December 2018
Fund sizeUS$22.2m
Base currencyUSD
Min. investment$ 10,000
BenchmarkMSCI EAFE

Portfolio managers


Andrew Goodwin

Portfolio Manager

Nigel Waller

Portfolio Manager

EAFE Equities Strategy