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  3. Talaria Global Equity Fund - Wholesale Units (Formerly known as the Wingate Global Equity Fund - Wholesale Units)

Talaria Global Equity Fund - Wholesale Units (Formerly known as the Wingate Global Equity Fund - Wholesale Units)

About the fund

A high conviction, large cap international equities fund, aiming to produce consistent, positive returns while reducing downside risk.

Investment Strategy

The Fund employs a long-only, benchmark-unaware and value-oriented approach with a bias on quality. The high conviction portfolio typically consisting of 15-45 stocks is actively managed with an emphasis on capital preservation and reducing downside risk.

Stock selection and the income generated from an option-based entry/exit process aims to enable the Fund to deliver a smoother return profile, participating in most of the market upside while reducing downside risk.


Why invest?

  • The potential for long term capital growth with reduced downside risk
  • Income distributions paid quarterly
  • Emphasis on capital preservation and reducing downside risk

Fund Features

  • Minimum investment: $5,000
  • Minimum investment timeframe: 5 years
  • Fund operating since: August 2008

View our fund performance

Performance
As at -
1 mth % -1.88
3 mth % 1.88
6 mth % 5.26
1 yr % p.a. 10.95
3 yrs % p.a. 4.67
5 yrs % p.a. 9.71
7 yrs % p.a. 12.55
Since Inception ‡  % p.a. 6.62

- As at 31 October 2018

‡ Inception date for performance calculations is 28 August 2008.

Ready to Invest?

Application Form

Important Information

Units in this Fund are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454. Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Product Disclosure Statement and seek professional financial and taxation advice. For more information, please visit australianunity.com.au or call our Investor Services team on 1300 590 488. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.

Historical unit price chart assumptions

This chart reflects an exit value at the date shown and is only intended to provide a snapshot of the movements in those prices. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the stated period and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.

Historical performance chart assumptions

This chart assumes a notional investment of $10,000 ($25,000 for wholesale products) and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses, and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.


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