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Trident Managed Funds

Trident has been in the business of advising investors since 1994. We were among the very first Australian based advisories recommending that investors consider global equities to diversify their portfolios and gain access to the opportunities that don't exist in the Australian market due to it very narrow exposure to many sectors.

We currently have two funds available to investors namely -

The Trident Global Growth Fund 

The Trident Income Plus Fund

Our first was our Global Growth Fund, which commenced in December 2010 and focuses on long term capital appreciation from investing in fundamentally strong global businesses.

Our second fund that commenced in January 2013 is an Income Fund that seeks to provide investors with regular income returns which rise over time. 

See more by clicking below: 

Australian Investors Advised to Invest Offshore

The Australian Financial Review - July 2012

"US companies are cheap and when you factor in and Australian dollar at 30 year highs, it's an incredible combination. The buying power of Australian investors is immense" - James Holt, BlackRock Director

"We know e-commerce is going to grow from single digits into double digits in the next decade so you have to have  Ebay (PayPal), Visa, MasterCard and American Express. And the beauty of these companies is they don't have any credit risk as the banks do"

"Investors need industries like information technology, global industrials and telecommunications that aren't represented sufficiently locally and that means companies like Google, Coca Cola, General Electric, eBay and John Deere should be in your portfolios" George Boubouras, UBS Wealth Management Head of Investment Strategy.

"It's a minomer for people to think that you can get wide exposure to the ASX 200 and have a diversified portfolio, as you would be overweight financials and resources and equally under represented in healthcare and technology" - UBS Chief, Mike Chisolm 

Many of the companies mentioned in this article are represented in the Trident Global Growth Fund 

 

 

 

Australian Mutual Holdings Limited (AMH) ABN 90 115 182 137 Australian Financial Services License (AFSL) 295393. The Trident Global Growth Fund (Fund) ARSN 120 329 026,

The Fund is issued by Australian Mutual Holdings Limited (AMH) ABN 90 115 182 137 Australian Financial Services License 295393. You need to read the Product Disclosure Statement (PDS) before investing in this product. Annualised Profit workings, outperformance structure and PDS can be found at amhonline.com.au/tridentworkings.

Past results are no indication of future performance.