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$
Minimum Investment $50,000