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  5. Fisher Investment Australasia Global Equities Fcs M - Managed fund profile

Fisher Investment Australasia Global Equities Fcs M - Managed Fund

Fund Objective
The objective of the Class is to provide a rate of return (after fees and expenses and before taxes) that exceeds the return of the Benchmark.
Fund Strategy
The investment strategy focuses on three basic elements: Country Exposure-identify which countries appear most likely to provide strong performance relative to other countries within the Benchmark; Economic Sector Exposure-identify which economic sectors and industries appear most likely to provide strong performance relative to other economic sectors and industries within the Benchmark.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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% p.a.
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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 2.74% 10.85% 13.22% 28.94% 27% 14.1% 13.79% 13.11%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
International Equities
94.72%
Australian Equities
1.29%
Cash
2.28%
Property
1.49%
Fixed Interest
0.13%
Alternatives
0.08%

General Information

Fund Details
Type Description
Fisher Investment Australasia Global Equities Fcs M
Equity Trustees Ltd
ETL7645AU
Equity World Large Blend
Not Rated
Investment Fund
6 Jan 2025
$0.01 million (as at 31 Jan 2025)
$1.0163 (as at 31 Jan 2025)
$1.0143 (as at 31 Jan 2025)
Open
Offer information
Type Description
Minimum initial investment $25,000
Minimum additional investments $5,000.00

FAQs about the Fisher Investment Australasia Global Equities Fcs M

The objective of the Fisher Investment Australasia Global Equities Fcs M managed fund is The objective of the Class is to provide a rate of return (after fees and expenses and before taxes) that exceeds the return of the Benchmark.

The strategy of the Fisher Investment Australasia Global Equities Fcs M managed fund is The investment strategy focuses on three basic elements: Country Exposure-identify which countries appear most likely to provide strong performance relative to other countries within the Benchmark; Economic Sector Exposure-identify which economic sectors and industries appear most likely to provide strong performance relative to other economic sectors and industries within the Benchmark.

The APIR code of the Fisher Investment Australasia Global Equities Fcs M managed fund is ETL7645AU.

Fisher Investment Australasia Global Equities Fcs M’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Fisher Investment Australasia Global Equities Fcs M’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Fisher Investment Australasia Global Equities Fcs M’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Fisher Investment Australasia Global Equities Fcs M’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Fisher Investment Australasia Global Equities Fcs M managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Fisher Investment Australasia Global Equities Fcs M managed fund is Equity Trustees Ltd.

The Fisher Investment Australasia Global Equities Fcs M managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Jan 2025, the size of the Fisher Investment Australasia Global Equities Fcs M managed fund was $0.01 million.

The Fisher Investment Australasia Global Equities Fcs M managed fund has an inception date of 6 Jan 2025.

The current entry price of the Fisher Investment Australasia Global Equities Fcs M managed fund is $1.0163 per unit and the current exit price is $1.0143 per unit (as at 31 Jan 2025).

The current exit price of the Fisher Investment Australasia Global Equities Fcs M managed fund is $1.0143 per unit and the current entry price is $1.0163 per unit (as at 31 Jan 2025).

The minimum initial investment amount for the Fisher Investment Australasia Global Equities Fcs M managed fund is $25,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.