15 August 2016

Product Update | Ironbark GTP Global Equity Thematic Fund


Ironbark has appointed Waverton Investment Management (‘Waverton’) as the underlying manager of the Ironbark GTP Global Equity Thematic Fund (‘Fund’). The Fund will be renamed as the Ironbark Waverton Concentrated Global Share Fund, within the next month.

How will the Fund be managed?

The Ironbark Waverton Concentrated Global Share Fund seeks to outperform the MSCI World NR (AUD) by 2-3% after fees, over five year rolling periods. The Fund will continue to provide investors with exposure to global equity stock markets across a range of market caps and sectors.

Why Waverton?

Ironbark’s decision to appoint Waverton is a reflection of our commitment to ensure that our investment managers continue to meet the needs of current investors. Following a thorough investment manager selection process, Waverton was chosen because, we believe:

  • The investment team is well placed to deliver strong results over medium and long-term time periods
  • The strategy has exhibited a strong track record of delivering risk-adjusted returns across a range of market conditions since inception in 2001
  • The investment approach is highly rated by local and global asset consultants

We are delighted to appoint Waverton as the investment manager of the Fund and extend this unique investment approach to investors, whilst preserving the Fund’s asset class exposure and broader investment objective.

If you have any questions with regards to any of the information in this document, please contact Ironbark Client Services Team on 1800 034 402. We also suggest that you refer to the Product Disclosure Statement (‘PDS’) which is available on the Ironbark website at www.ironbarkam.com.

Yours sincerely,


Ironbark Asset Management (Fund Services) Limited


Read the announcement here