The PM Capital Australian Companies Fund has market-leading performance built on global insights and a flexible investment mandate.
In this whitepaper, Co-Portfolio Managers Kevin Bertoli and John Whelan discuss the Fund's investment style, long term track record and how the investment team applies PM Capital's global insights to investing in Australian companies.
This Insight is issued by PM Capital Limited ABN 69 083 644 731 AFSL 230222 as responsible entity for the PM Capital Australian Companies Fund (ARSN 092 434 467), the "Fund". It contains summary information only to provide an insight into how we make our investment decisions. This information does not constitute advice or a recommendation, and is subject to change without notice. It does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Investors should consider the Target Market Determinations and the current Product Disclosure Statement (which are available from us), and obtain their own financial advice, prior to making an investment. The PDS explains how the Fund's Net Asset Value are calculated. Past performance is not a reliable guide to future performance and the capital and income of any investment may go down as well as up.