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

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

About the fund

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

Foundation Units offer a differentiated fee structure only available to Wholesale Clients.

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.

View our fund performance

Performance
As at -
1 mth % -1.77
3 mth % 1.38
6 mth % 4.33
1 yr % p.a. 9.39
3 yrs % p.a. 4.69
5 yrs % p.a. 8.81
7 yrs % p.a. 11.63
Since Inception ‡  % p.a. 7.40

- As at 31 October 2018

‡ Inception date for performance calculations is 1 October 2005.

Important Information

This Fund is 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. For more information, please visit wingateassetmanagement.com.au or call Wingate Asset Management on (03) 9913 0700. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.


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