Generation Global Share

FSF0908AU

Generation Global Share FSF0908AU Strategy

To invest in high quality, attractively priced businesses with strong management teams that are capable of delivering superior long-term returns, recognising that sustainability factors directly affect long-term business profitability. Whilst hedging may be used to manage currency exposures against the relevant benchmark, overall currency exposure will not be hedged back into Australian dollars.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Generation Global Share News & Analysis

funds

ESG investments improve performance; or do they?

The rapid growth of ESG investment options in recent years has increased the burden for fund selectors and investors who want to build ESG portfolios.
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Fund spy: efficiency and diversification of SMAs

Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and control.
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Fund Spy: Australian ethical funds bridging the gap

The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil and commodity prices.

Morningstar Investment Ideas

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