GPO BOX 1377,
Sydney NSW 2001
The Goldsky Global Access Fund aims to significantly outperform the MSCI World Net Index over a full market cycle of approximately 3 - 5 years, with lower volatility than the Benchmark.
Inception Date: 12 February 2015
Investment Style: Active
Management Costs (p.a.): 1.85%
Minimum Initial Investment: AUD 25,000
Distribution Frequency: Annual
The Goldsky Global Access Fund (‘the Fund’) aims to significantly outperform the MSCI World Net Index (“the Benchmark”) over a full market cycle of approximately 3 – 5 years, with lower volatility than the Benchmark. It also seeks to mitigate currency risk associated with the Benchmark.
The Fund will invest in a portfolio of approximately 50 – 100 listed securities from a universe of global stocks across a range of sectors, and will typically have only a small exposure to cash. Turnover of stocks is active and annual turnover may exceed 100% per annum.
The Fund uses derivatives in the form of forwarding contracts to manage foreign currency exposure.
The Fund is intended to be suited to investors who:
MSCI World Net Index
Managed Investment Scheme
Tel: +612 9231 8610
For More details on the fund Download the full July 2017 Performance Report
You can also download our Guide to the Goldsky Global Equity Fund