The Fund aims to achieve capital growth over the long term (at least five years) through investing primarily in a concentrated portfolio of global equities. The Fund is not managed in a way that attempts to track any particular index.

Investment Strategy:

The Five Oceans World Fund is a ‘high conviction’ portfolio of 50 core holdings that seeks to produce positive returns and manage risk over the long term and across changing market conditions.

Margin Lenders:

Margin Lender	LVR	Website
BT Margin Lending	60%	BT
St. George Margin Lending	75%	StG
Suncorp Margin Lending	75%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.