About: Charitable Goal | Investment Objectives

Investment Objectives

The Company offers investors the opportunity to gain unprecedented access to Australia’s most prominent global fund managers – a number of whom are closed or not accessible to retail investors – through a single ASX-listed investment vehicle.

The Company's primary investment objective is to provide Shareholders with long term capital growth. The aim is to maximise total Shareholder return with a combination of capital growth and income, thus allowing fully franked dividends to be paid to Shareholders provided the Company has sufficient profit reserves and franking credits available and it is within prudent business practices to do so.

The investment diversification is unique in an LIC and is a value-opportunity for Shareholders to have a diversified and active investment vehicle with access to global equities. The Company offers diverse exposure to international equities through a range of different investment styles and strategies employed by its fund managers specialising in global markets.

The Company charges 0.0% management fees and 0.0% performance fees. Fund managers are managing the capital entirely pro-bono so that 1.0% of net assets each year can be donated to Australian non-profits committed to young Australians affected by mental health issues.

By creating an attractive investment opportunity, the Company will increase the potential amount of capital available to be raised and, in turn, increase the financial support the Company can provide to the Designated Charities.

Dividend Policy

The Company’s objective is to pay fully franked dividends to Shareholders provided the Company has sufficient profit reserves and franking credits, and it is within prudent business practices.