Ironbark Royal London Concentrated Global Share Fund

Unit price as at 28 Jun 2017

Application Price

1.7703

Withdrawal Price

1.7632
Download unit price history
Looking at companies through a Corporate Life Cycle lens

The Ironbark Royal London Concentrated Global Share Fund seeks to outperform the MSCI World NR (AUD) by 2-3% after fees, over five year rolling periods.

The Fund is a long-only equity strategy that invests in approximately 25-40 companies globally. The team identify and invest in securities that fulfill three key criteria – they must demonstrate evidence of future shareholder wealth creation; be priced with an attractive valuation; and exhibit a stock specific investment margin of safety.


Why Invest?
  • Employs a long-term, repeatable and robust investment process that has been developed and refined by the investment team over a decade
  • Grounded in a cash flow economic return framework and a corporate Life Cycle approach
  • Takes highly active* approach to stock selection, investing across sectors, regions and market caps regardless of benchmark allocations or style biases
  • Benefits from a disciplined risk management construct which is overseen by Royal London’s performance and risk team

Fund Information

Asset Class

Global Shares

Responsible Entity

Ironbark Asset Management (Fund Services) Limited

APIR

MGL0004AU

ARSN

090 379 105

Benchmark

MSCI World NR (AUD)

Suggested Investment Period

5 – 7 years

Fund Inception Date

4 October 1996

Number of Stocks

25-40

Income Distribution

Semi-annually

Buy/Sell

+0.20%/-0.20%