Mutual Funds & ETFs

The strategy looks for a combination of attributes within individual companies.Businessquality is assessed alongside valuation, while the earnings upgrade requirement focuses attention on improving profit expectations. These are the manager’s selection criteria rather than a statement that every portfolio company will deliver rising earnings.

Technology accounts for 27.40% of the portfolio’s sector allocation. Financial services represents 10.37%, followed by real estate at 9.55%, basic materials at 9.50% and industrials at 9.02%. Healthcare contributes 8.74%, while energy represents 6.88%.

The large value category describes funds focused primarily on larger companies listed across international markets. It provides a framework for understanding the investment style of Antipodes Global Value Active ETF (ASX:AGX1), whose objective is assessed relative to a global equity benchmark.

Industrials represents 40.03% of the sector allocation and technology accounts for 29.51%. Consumer cyclical exposure contributes 17.17%, while financial services represents 13.28%. The two largest sectors therefore account for 69.54% of the reported sector mix.

The hedged class is designed to address foreign currency exposure within an international equity investment. The fund’s stated objective is to exceed its benchmark after fees and expenses over a market cycle, with the foreign currency exposure hedged.

Technology represents 37.10% of the sector allocation, making it the largest position. Financial services accounts for 21.96% and healthcare for 15.16%. Together, these sectors represent 74.22% of the reported mix. Industrials contributes 8.20%, while consumer cyclical exposure accounts for 6.33%.

Industrials accounts for 44.30% of the sector allocation. Healthcare represents 13.34%, financial services 12.19% and consumer cyclical exposure 9.50%. Technology contributes 6.73%, followed by basic materials at 6.45% and real estate at 5.53%.