Funds that offer a world of opportunities

LOOKING AT COMPANIES THROUGH A CORPORATE LIFE CYCLE LENS

The Ironbark Royal London Concentrated Global Share Fund – Class H (hedged) seeks to outperform the MSCI World NR 100% Hedged to AUD by 2-3% after fees, over five year rolling periods.

The Fund is a long-only equity strategy that invests in approximately 20-45 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 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

Note: Ironbark Asset Management (Fund Services) Limited (‘Ironbark’) as the responsible entity of the Ironbark Royal London Concentrated Global Share Fund – Class H (the ‘Fund’) has closed the Fund to new, direct investors until further notice.

There is no impact on existing investors’ ability to make further applications, to reinvest distributions or to withdraw from the Fund. If you have any questions or require further information, please contact Ironbark on 1800 034 402 or by email at client.services@ironbarkam.com.