The Fund seeks to provide long term capital growth through investing in global shares, with a tight focus on risk management.
Our experienced team applies fundamental analysis and market insights to identify investment opportunities. The Fund typically aims to buy shares in companies around the world based on our philosophy of“Change Creates Opportunity”. We are seeking to identify “enduring” change as opposed to fleeting change. We typically harvest our opportunities across the following arenas:
-Economic and political.
We can also short sell where deemed appropriate to enhance returns.
The Fund can invest in any global listed stock with a market capitalisation greater than US$400m and will generally have at least 50% of net assets invested in these.
To manage risk, the Fund employs “top down” macro analysis as well as investing in individual stocks. Morphic can short sell and uses derivatives and other assets to reduce volatility and protect capital.
It views cash holdings as a natural alternative when suitable equity investment opportunities cannot be identified.
To join the Morphic Global Opportunities Fund, please complete the Application Form attached to the Product Disclosure Statement. You can also apply online.
We are rated by
21 August 2017
MORPHIC GLOBAL OPPORTUNITIES FUND PERIODIC PERFORMANCE (AFTER FEES)*
MGOF Periodic Performance (Gross of Fees & taxes) – For Institutional Investors reference only
GROWTH OF A$ 10,000 TO JULY 2017*
* Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable). Fund Inception 2 August 2012.
** Index refers to MSCI AC World Net Total Return Index in AUD
*** Index refers to MSCI AC World Gross Total Return Index in AUD
Material on this website does not take into account the investment objectives, financial situation or particular needs of any particular person. Investors should obtain individual financial advice based on their own particular circumstances before making an investment decision. Any person considering investment in the Morphic Global Opportunities Fund (“MGOF”) should first review the Product Disclosure Statement (PDS) for the Fund issued by Perpetual Trust Services Ltd dated 23/01/2014. Initial Applications for units in the MGOF can only be made pursuant to the application form in the PDS. Morphic does not guarantee repayment of capital or any particular rate of return from the MGOF. Past performance is no guarantee of future performance. Investment returns have been calculated in accordance with normal industry practice utilising movements in unit price and assuming reinvestment of all distribution of income and realised profits. Statements of fact in this report have been obtained from and are based upon sources that Morphic believes to be reliable, but Morphic does not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions and estimates included in this report constitute Morphic's judgement as at the date of this communication and are subject to change without notice.
Lonsec Disclaimer: The Lonsec Rating (assigned 02/2016) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Morphic Asset Management, and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings
Zenith Disclaimer: The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned June 2016) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines