Cooper Investors Global Equities Fund (Hedged) - now available to retail investors
Melbourne-based specialist global equities manager Cooper Investors is offering investment in its Global Equities Funds, both hedged and unhedged, to retail investors via platforms. Until recently these funds have only been available to wholesale investors by direct investment.
Cooper Investors managing director, Peter Cooper, said: “There has been strong interest in our global funds among high net worth investors and their financial advisors, and in response we have taken steps to make it easier for them to invest in these two products.”
The objective of the Global Equities Fund (Hedged) (the Fund) is to outperform the MSCI AC World net dividends in local currency, over the long term.
The Fund is a long only portfolio of 30-50 global stocks. The manager will use forward exchange contracts or options to hedge out most currency risk on the foreign assets.
Diversification of portfolio risks will be achieved through owning stocks across different countries, currencies, industries and market capitalisations. The portfolio will invest in both developed and emerging markets.
To view details on the Global Equities Fund (Unhedged) CLICK HERE!
NB: The launch date below refers to the launch of the Fund to the retail market