Life Cycle Global
Share Fund

Menu

Overview

The Life Cycle Global Share Fund is a long-only global equity portfolio of 150-250 companies with the aim of outperforming the MSCI World Net Total Return Index by 1-1.25% across multiple market conditions.

The stocks are selected using a distinctive and proven Corporate Life Cycle inspired investment approach and combined into a portfolio with relatively balanced style characteristics where stock picking success is the primary driver of relative returns.

The Fund is available to wholesale and retail investors domiciled in Australia.

Portfolio Managers

Senior Portfolio Manager

Peter Rutter

Peter is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years. He has also been leading the Global Equity team for over a decade.

Prior to LCIP Peter was Head of Equities at Royal London Asset Management, and other notable experience includes being; partner at Ironbridge Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management.

Peter is a CFA charterholder, has CFA Institute Certificate in ESG Investing, Chartered Management Accountant ACMA, and a first class with distinction degree in Geography (MA) from the University of Cambridge.

Senior Portfolio Manager

Will Kenney

Will is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years.

Prior to LCIP Will was a Senior PM at Royal London Asset Management, and other notable experience includes being; partner at Spencer House Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management.

Will is a CFA charterholder, has CFA Institute Certificate in ESG Investing, and BA (Hons) in Economics & Politics from the University of Durham.

Senior Portfolio Manager

James Clarke

James is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years.

Prior to LCIP James was a Senior PM at Royal London Asset Management, and other notable experience includes being; partner at Ironbridge Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management.

James is a CFA charterholder, has CFA Institute Certificate in ESG Investing, and BSc (Hons) in Economics from the University of Warwick.

Portfolio Manager

Chris Parr

Chris is a Portfolio Manager co-managing Global Equity portfolios successfully for over 7 years.

Prior to LCIP Chris was a PM at Royal London Asset Management, and an accountant at PWC.

Chris is a CFA charterholder, has CFA Institute Certificate in ESG Investing, and BSc (Hons) in Biology from the University of Oxford.

Key Features

Product Disclosure Statement
Target Market Determination (TMD)
APIR WHT0246AU
Objective The Fund seeks to outperform the Benchmark by 1 - 1.25% after fees, over rolling five year periods, through investment in a diversified selection of equities on a global basis.
Benchmark MSCI World Net Total Return Index in AUD
Portfolio Allocation Typical Allocation Range:
Global equities 90% – 100%
Cash 0% – 10%
Suitable Investor Profile This product is intended for use as a core, minor or satellite allocation for a consumer who is seeking capital growth and has a high or very high risk and return profile for that portion of their investment portfolio. It is likely to be consistent with the financial situation and needs of a consumer with a 5 – 7 year investment timeframe and who is unlikely to need to withdraw their money on less than one week’s notice.
Risk High
Inception Date 30 September 2024
Minimum Investment $15,000 AUD
Fees Management fee*: 0.36% p.a.
Performance fee: Nil
Distribution Frequency Semi-annually

Net Performance

Unit Prices and Distribution History

Unit price history

Unit prices are net of fees lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer ut neque commodo, tincidunt libero quis, efficitur orci. Aliquam eu nisi varius, pellentesque mauris sed, pretium felis. Mauris turpis velit, tempus venenatis augue a, venenatis hendrerit sem. Suspendisse faucibus mauris ac gravida tempor. Nulla laoreet leo at mauris maximus cursus. In tincidunt urna in dignissim porttitor. Curabitur augue neque, venenatis sit amet tortor eget, porttitor aliquam ex. Aliquam mollis aliquam neque sed egestas. Phasellus et sem mauris. Sed sed facilisis dolor. Sed dapibus accumsan turpis at malesuada. Nunc mollis nunc nec risus pellentesque vestibulum. Morbi commodo mauris in est scelerisque malesuada.

Distribution history

Reports

Monthly Reports

LATEST MONTHLY REPORT
PREVIOUS MONTH

Other Reports

Stewardship Report
Annual Report
Portfolio Holdings Report
LATEST VOTING RECORD
Recent Company Engagements

Invest Now

Investor Forms

Application Form
Additional Investment Form
Authorised Representative Form Company
Change of Details Form
Switch Form
Redemption Form
Product Disclosure Statement (PDS)
Additional Information to the PDS
Target Market Determination (TMD)
Disclaimer

This webpage is prepared by Life Cycle Investment Partners Limited (“LCIP”) and is intended for advisers and wholesale clients only. The information contained in this communication is general information only and does not take into account your objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so and consider the appropriateness of the information having regard to your specific circumstances. Past performance is not a reliable indicator of future performance and the repayment of capital is not guaranteed. Any opinions and forecasts reflect the judgment and assumptions of LCIP and its representatives based on information available as at the date of publication and may later change without notice.

Whilst LCIP believe the information contained in this webpage is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. To the extent permitted by law, LCIP disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from LCIP.