Farnam’s International Opportunities Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
|Model Portfolio Name||Farnam International Opportunities Portfolio|
|Investment Manager||Farnam Investment Management|
|Investment Objective||The portfolio aims to outperform its benchmark over a rolling 3 to 5 year period.|
|Benchmark||MSCI ACWI ex Australia in A$ (unhedged)|
|Investment Universe||Primarily mid to large cap international equities listed on major international exchanges.
Portfolio may invest in listed ETFs or interest bearing investments.
|Investment Strategy||To use active bottom up stock selection to invest in quality businesses|
|Recommended Investment Period||3 – 5 years|
|Use of Derivatives||None|
|Asset Allocation||30 – 100% Equities
0 – 70% Cash
|Typical Number of Securities||10 – 30|
|Single Security Limit||15% of portfolio value at cost
20% of portfolio at market
|Single Industry Limit||40% of portfolio at cost|
|Investment Fee||0.9% + GST|
|Performance Fee||15% + GST of any amount by which the Fund’s investment return is greater than the return generated by the MSCI ACWI ex Australia Index in A$|