Ironbark Asset Management (‘Ironbark’) in partnership with UK-based investment manager Royal London Asset Management (‘RLAM’), are delighted to be awarded a global equities mandate on the Colonial First State FirstChoice investment menu.
Available from December 13 on the FirstChoice platform, the Ironbark Royal London Wholesale Concentrated Global Share option largely replicates the Ironbark Royal London Concentrated Global Share Fund (the ‘Fund’), which has been managed by RLAM since 2016 and is highly rated by key research and consultant groups. The Fund was notably upgraded to ‘Highly Recommended’ by Lonsec earlier this year, and in recent weeks maintained its Recommended rating with Zenith Investment Partners.
Ironbark’s Head of Funds Management, Alex Donald commented, “We are delighted that Colonial First State has entrusted us with this mandate. CFS FirstChoice is one of the market’s leading and well used platforms, partnering with some of the world’s most respected managers. The inclusion of the Ironbark Royal London Concentrated Global Share strategy amongst such an exclusive menu is a welcome reflection on both the investment capability and the strong demand we’re seeing for the Fund from researchers, consultants and the adviser community”.
RLAM’s strategy aims to deliver long-term capital growth across economic cycles by employing its proprietary Economic Return & Corporate Life Cycle Frameworks to construct a balanced portfolio of 20-45 companies, diversified by country, sector and life cycle. This markedly differentiated stock selection approach has historically resulted in a consistent track record of performance across economic cycles and differing periods of style leadership for investors.
Alex commented further, “The significant style shifts post the pandemic have really highlighted the role this core strategy can play in investor’s portfolios. As a capability that seeks to maximise stock-specific risk rather than being dominated by style exposure, our Ironbark Royal London Concentrated Global Share Fund has been one of only a handful of funds within its global equity peer group that’s been able to deliver an excess return (relative to the MSCI World Index) of greater than 3% for both the 2020 calendar year and the 2021 calendar to date.”
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Issued by Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626 (‘Ironbark’). Ironbark is the responsible entity for the Ironbark Royal London Concentrated Global Share Fund referred to in this document. The relevant target market determination (TMD) and offer document for this Fund is available from www.ironbarkam.com/our-funds/ or by calling Ironbark on 1800 034 402. This document contains general information only and is not intended to represent specific investment or professional advice. The information does not take into account an individual’s personal financial circumstances, objectives or needs. Before making an investment decision, you should consider obtaining professional investment advice that takes into account your personal circumstances and should read the current TMD and offer document before making an investment decision to acquire or to continue to hold units in the Fund. Ironbark and its representatives believe that the information in this document is correct at the time of compilation, but no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors or omissions (including responsibility to any person due to negligence) is accepted by Ironbark. To the extent permitted by law, Ironbark, its employees, consultants, advisers, officers, and representatives are not liable for any loss or damage arising as a result of reliance placed on the contents of this document. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by Ironbark. Past performance is not a reliable indicator of future performance. Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. This document is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. No part of this material may be reproduced or distributed in any manner without the prior written permission of Ironbark.
The rating issued 03/2021 MGL0004AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MGL0004AU assigned November 2021) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.