“The Fund provides access to some of the most innovative and fastest growing companies in the world today.”

Fund Overview

The Fund seeks to maximise long-term capital appreciation primarily through exposure to a concentrated long only portfolio of growth-oriented equities issued by companies located anywhere in the world (ex-Australia). The investment strategy is designed to identify sustainable growth trends that are underappreciated and mispriced by the market and the resulting winning stocks.

Munro Partners utilises its proprietary investment process to generate a focused investment universe and filters these growth ideas into a concentrated portfolio of investments. This is achieved by leveraging top-down thematic views (‘Areas of Interest’ or ‘AoI’) and Munro’s bottom-up stock library to generate high conviction investment ideas.

Key investment ideas are further screened through a combination of clear and defined quantitative and qualitative tests to build a collection of high conviction, index, region and sector unaware investments. Positions are established in companies that Munro considers to have unrecognised potential.

The Fund will gain its exposure to international equity markets by investing in the Munro Concentrated Global Growth Fund (Underlying Fund) and cash. The Underlying Fund typically has a concentrated portfolio ranging between 20 and 40 listed equities.

The Fund at a glance

  • Quoted active, growth-focused global equity strategy
  • High conviction portfolio of 20-40 companies
  • A true international equities fund, fully invested in structural growth companies outside of Australia
  • Managed by a high-quality investment team
  • Buy or sell a diversified portfolio of assets in a single transaction