Overview

Investment Objective

The investment objective of the Fund is to outperform the MSCI World ex Australia Index – NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.

Fund Highlights

  • The Fund invests in a diversified portfolio of globally listed companies (ex-Australia).
  • A professionally managed portfolio of securities, with a focus on high quality growth companies chosen on the basis of fundamental bottom-up research.
  • The Fund seeks to identify companies with long-term competitive advantages in their respective sectors.
  • Designed to manage risk by constructing a portfolio of companies with revenue streams that are not highly correlated.
Fund Information
Listing Exchange  ASX – XASX
Fund Inception Date  01/10/2008
ETF Listing Date 15/04/2024
Base Currency for Fund  AUD
Valuation Frequency  Daily
Distributions
Distribution Frequency  Semiannually
Distribution Amount TBC
Payable Date TBC
Charges
Management Fees and Costs   0.90%
Pricing
Daily Price (NAV) TBC as of TBC
Indicative NAV (iNAV)* $2.61 as of 4:14PM 25/11/2024
Identifiers
Ticker FRGG
IRESS Code  FRGG.AXW
IRESS iNAV Code  FRGG.AXW

For Performance and Portfolio Information, please visit the Managed FundOpens in new window page.

Fund Managers

Fund Manager

Francyne Mu, CFA®

Sydney, Australia
Managed Fund Since 2020

Fund Manager

Don Huber, CFA®

New York, United States
Managed Fund Since 2011

Fund Manager

Patrick McKeegan, CFA®

New York, United States
Managed Fund Since 2024

Documents

Product Materials
Fact Sheet DownloadOpens in new window
Product Disclosure Statement DownloadOpens in new window
TMD DownloadOpens in new window
Material Portfolio Information DownloadOpens in new window
Annual Report DownloadOpens in new window
Half Yearly Report DownloadOpens in new window
Distribution Reinvestment Plan DownloadOpens in new window