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New global equities opportunities overlooked
An over-reliance on conventional global equities strategies could be leading super funds astray in their bid to garner returns from the asset class, according to River and Mercantile Asset Management.
The global equities manager has just linked up with Fidante Partners to grow its business in Australia and New Zealand - a move that was welcomed by Fidante Partners general manager Cathy Hales in light of an increased appetite for global equities among institutional investors in Australia.
Institutional investors could be missing out on opportunities from global companies benefitting from structural trends, River and Mercantile chief executive James Barham said.
Thematic investing, combined with valuation and fundamental analysis, could identify opportunities overlooked by traditional 'value’ or 'growth’-style investment strategies, according to Barham.
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TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
93.34 3 y p.a(%)
2
Global X GlobalX FANG+ ETF
37.15 3 y p.a(%)
3
GAM LSA Private Shares AU I
33.96 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
29.68 3 y p.a(%)
5
Plato Global Alpha A
28.73 3 y p.a(%)
