Business Strategy Invesments

We seek to provide investors with capital growth over the investment horizon, via exposure to a concentrated portfolio of emerging and established listed Australian growth companies.

Consultancy & Advice

Our Stock Selection favours cash generative businesses with established models of profitability, high returns and a robust balance sheet.

Invesments Planning

Our Process is a blend of bottom-up analysis with share price and trend momentum interpretation seeks to identify listed Australian companies during a period of sustainable relative earnings growth.

Private Client Investment

Our Primary Focus is on stock selection; therefore, the portfolio’s weightings may differ significantly from those of the benchmark; with a high concentration of typically 20-25 companies held at any one time.

Investment Managers

Global Funds Management Corporation Pty Ltd manages the investment portfolio of the Fund. The Investment Manager is a specialist investment manager focusing in thematic ‘bottom-up’ trading strategies and employing rule-based efficient portfolio management techniques to protect investors’ capital. Investment portfolios are constructed primarily using listed equities.

What sets GlobalFunds apart is their unwavering dedication to achieving optimal results for their clients. They prioritize client satisfaction above all else, taking the time to understand each client's unique financial goals and objectives and tailoring investment strategies to meet their specific needs.

Bill H.

Entrepreneur

I wholeheartedly endorse GlobalFunds Management Corporation to anyone seeking a reputable and results-driven investment management firm. Their track record of success speaks for itself, and I am confident that they will continue to deliver exceptional value to their clients for years to come.

Martha V.

Teacher

I have had the pleasure of working closely with GlobalFunds Management Corporation for several years, and I can confidently say that they are one of the most reputable and reliable investment management firms I've encountered in my career.

Sanders W.

Accountant

Trustees

In exercising its powers and duties, the Trustee must:

act honestly and in the best interests of all investors at all times;
exercise a reasonable degree of care and diligence;
treat each class of investors equally and fairly;
not make use of information obtained to gain an improper advantage or cause detriment to investors;
comply with the Trust Deed and all applicable laws;
ensure that Fund assets are separated from the property of the manager and other entities; and
assume ultimate responsibility for any complaints by investors or regulatory inquiries.

chrisj@globalfundsmc.com

+61 417 985 527

Empowering Your Financial Future

Expert Investment Managers and Trustee Services

Investment Managers

Bill H.

Martha V.

Sanders W.

Trustees

In exercising its powers and duties, the Trustee must:

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chrisj@globalfundsmc.com

+61 417 985 527

Our Investment Manager and Trustees

Empowering Your Financial Future

Expert Investment Managers and Trustee Services

Investment Managers

Bill H.

Martha V.

Sanders W.

Trustees

Melbourne Securities Corporation Limited is the trustee of the Fund. The Trustee, an entity within the MSC Group, is a professional trustee holding AFSL No. 428289.

In its role as the trustee of the Fund, the Trustee provides regulatory compliance oversight as legislated by the Corporations Act and in reference to ASIC guidelines.

In exercising its powers and duties, the Trustee must:

The Trustee has the power to operate the Fund and manage Fund assets in the event of impropriety of the Investment Manager or breach of the Investment Management Agreement.

All bank accounts of the Fund are held by the Trustee or its appointed custodian on behalf of investors.

The Trustee ensures that investment decisions comply with the Trust Deed.

In adherence with Corporations Act requirements, the Trustee is subject to an independent financial audit. It is also subject to an independent compliance audit on an annual basis.

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