Intermede Investment Partners

Invest
with intent.

We do.

The managers of the Intermede Global Equities Fund apply their laser-like focus to just one thing - high quality global companies that they expect to consistently deliver double digit percentage earnings growth, year in, year out. And the company has honed a strict formula to deliver them - at the right price - to your clients' portfolios.

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Intermede Global Equities Fund

Fund description: The Fund invests in an actively managed portfolio of equities listed (or expected to be listed) on share markets around the world. The Fund is not hedged to the Australian dollar.

Investment approach: Intermede engages in intensive research to identify investment opportunities in mid and large capitalisation companies and across developed and emerging markets. The Fund is a concentrated portfolio of approximately 40 equities.

Intermede's investment philosophy is that companies with good management and strong market positions in attractive industries will outperform if their shares are bought at the right price. Intermede implements its philosophy through a rigorous investment process. Intermede looks for companies that meet some or all of the following criteria:

a sustainable competitive advantage e.g. a dominant position in their industry
a superior business model eg their costs grow more slowly than revenue
an excellent management team eg proven track record and clear strategy for growth, and
a price lower than Intermede's valuation for the company.

Learn more about the Intermede Global Equities Fund

Fund facts

The above is just a snapshot of the Fund's terms and features. Further terms and conditions are set out in the Fund's PDS.
Fund objective	The Fund aims to deliver a return that exceeds the Benchmark (before fees) over seven-year periods.
APIR code	PPL0036AU
Inception date	20 April 2015
Benchmark	MSCI All Country World Index (net dividends reinvested) (A$)
Minimum suggested timeframe	7 years or more (Please note this is a guide not a recommendation).
Management Fee	0.99% p.a. (including GST, net of Reduced Input Tax Credit)
Minimum initial investment	$20,000
Minimum additional investment	$1,000
Risk level (expected volatility)	Very high: While the Fund offers investors the potential for higher returns over the long term compared to funds investing in other types of assets such as fixed income or cash, the high level of volatility in the Fund means the likelihood of the value of your investment going down over the short term is relatively very high.
Distribution frequency	Annual
Indicative asset allocation ranges	Global developed markets: 70%-100% Global emerging markets: 0%-30% Cash and cash equivalents: 0%-10%
Typical number of stocks	Approximately 40
Research ratings	Lonsec: Investment Grade Zenith: Recommended

Unit prices

Effective date	Entry price	Exit price
30/06/2025	2.03555	2.031483

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Disclaimer

Lonsec: The rating issued 05/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.

Zenith: The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned PPL0036AU, Nov 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

How to invest in the fund

Direct investors

Speak to your financial adviser for more information or invest directly through the Product Disclosure Statement (PDS) under Resources.

Advisers

Speak to your Business Development Manager for more information on available platforms.

Invest with intent.