ACTIVEEquities · Managed Account

Core International

14.3% p.a. pre-fees
since inception3

Fund profile

Number of stocks
60-80
Objective
MSCI World
Management
Active
Hedging
Optional4

Suggested minimums1

Initial investment
$1,000
Additional deposits
$1
Time invested
5 years +

Fees· % p.a.

Investment fee
0.64%
Indirect cost ratio
0.00%
Performance fee
None
Admin fee2
Varies by platform

Sector weights · vs MSCI World, %

Communication 16
Cons.Discret. 6
Cons.Staples 5
Energy 2
Financials 7
Health Care 16
Industrials 20
I.T. 20
Materials 1
Real Estate 2
Utilities 4
CurrentMSCI Worldscale 0–60%

Investor suitability

Investors who have a high tolerance for risk and have a long term investment timeframe.

Risk level

Very High. Negative return 6 years in every 20 years. 14% lower than benchmark fund since inception.

Platforms available on

Praemium, Interactive Brokers.

Investment objective

To generate returns above the MSCI World Index with lower volatility than the index by buying a mixture of high quality and cheap stocks. Our Investment philosophy is that high quality assets at reasonable prices provide the best investment outcomes. We believe these assets provide higher returns over time, but the path is also much smoother as they don't fall as much during bear markets.

Returns to Jun 2026 · % (p.a. 1y+)

1m1y3y5yIncept.
Pre fees 3.219.018.714.014.3
Post investment fees 3.118.217.913.213.5
Similar Funds
MSCI World ETF 3.115.218.113.414.4

Cumulative return · growth of $10,000

Core InternationalMSCI World ETF
$15,000$20,000$25,000$30,000 Jul 17Jul 19Jul 21Jul 23Jul 25Jun 26

Investment strategy

The strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between global markets, countries and sectors for Australian investors. All positions are currently implemented through physical investments. The model invests predominately in International equities. All positions are currently implemented through physical investments. This fund often takes a longer term view on assets and will choose to gradually build positions with dividends/excess capital rather than actively trading wherever possible.