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Five Oceans World Fund

Overview
The Five Oceans World Fund is a 'high conviction' portfolio of 50 core holdings that seeks to produce positive returns and manage risk over the long term and across changing market conditions.

Fund objective
The Fund aims to achieve capital growth over the long term (at least five years) through investing primarily in a concentrated portfolio of global equities. The Fund is not managed in a way that attempts to track any particular index.

Investment approach
Five Oceans employs a bottom-up, valuation-focused investment approach to managing the Fund's investment portfolio. Five Oceans seeks to identify investment patterns and change through a research process that melds a diverse range of investment ideas with strict commercial discipline. You can read more information about Five Oceans and their investment process by visiting the Five Oceans website.

How to invest
Wholesale PDS - minimum investment $10,000
IDPS PDS

For more information contact your financial planner or call Challenger Investor Services on 13 35 66.

Interests in the Five Oceans World Fund are offered by Challenger Managed Investments Limited ABN 94 002 835 592. AFSL 234 668.

 


The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither product issuer, any Custodian, nor any entity or person associated with the Challenger Financial Services Group of companies guarantees repayment of your capital or the performance of your investment...

The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product.

If you acquire or hold one of our products, we will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and our employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including any Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest with us. Some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.


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