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The HFA International Shares Fund is a fund of funds specialising in international share-based funds. Its key feature is its investment exposure with approximately 20 specialist share-focused managers worldwide. It is an Austalian unlisted registered managed investment scheme, offering investment alternatives to Australian investors via foreign exchange hedged units and unhedged units.
The Fund aims to achieve consistent absolute returns with a low probability of loss over the term of the investment, which is approximately 3 to 5 years. The Fund then aims to outperform the MSCI World Index on a risk-adjusted basis. Each investment manager specialises in geographic and some sector investments, with a common focus on risk management.
The HFA International Shares Fund may be best suited for investors wishing to diversify into international shares by adding a low correlation investment with strong absolute return potential.
Key Benefits:
- Absolute Return Potential – Regardless of the climate of traditional share and bond markets, the Fund has the potential to generate positive returns and preserve capital over the life of the investment.
- Reduced Risks – Indices of absolute return funds are likely to have a risk-adjusted performance record with lower volatility than traditional fund indices and equity benchmarks.
- Multi-Manager Approach – Investors will have access to a diverse portfolio of investment managers and strategies.
- Access to Restricted Investment Funds – Including opportunities not widely available to the Australian public.
- Currency Management – HFA minimises the risk associated with foreign currency movements by hedging its direct foreign currency exposure.
- Investment Specialists – Lighthouse Investment Partners has been chosen as the Investment Adviser based on its significant experience in constructing and managing “fund of fund” investment portfolios.
To date, funds advised or managed by Lighthouse exceed US$7 billion. They have been brought on board to target specific investment returns and reduced risk exposures.
Lonsec has awarded the HFA International Shares Fund with its highest rating of "Highly Recommended".
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 80% of the 4% entry fee we receive on investments in the HFA International Shares Fund as additional units. No trailing commission is paid on the HFA International Shares Fund. |
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