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Finally Some Good News!
Lance Spicer, Fund Manager, Trident Global Growth Fund
As I have been saying for quite some time to Trident Confidential s...
The Australian Stock Market Outlook – “Fair, at Best”
Lance Spicer, Fund Manager, Trident Global Growth Fund
The Australian Market is facing another hard six months with profit...
The Trident Global Growth Fund
Commenced December 2010
The Fund invests in US, Global and Australian stocks with solid business fundamentals and strong earnings and revenue growth.
We seek out companies with good fundamentals in industries we believe will out perform due to the current macroeconomic environment at the time.
We employ a variety of risk management strategies to ensure downside risk of any one position is limited while not restricting upside performance in any way.
Reasons to invest:
- Investing US shares while the Australian dollar is strong means investors could gain foreign exchange profits in addition to those earned through capital appreciation and dividends
- Equity markets are currently historically cheap
- Investing in companies with strong balance sheets, low debt, good cash flow and growing earnings generally provides outperformance
- The Investment Manager, Lance Spicer has a proven record of outperformance having achieved returns of over 80%pa since 2005 through his investment newsletter, Trident Confidential
- Suitable for Self Managed Super Funds and private investors alike
- You can invest from as little as A$15,000 and add to your investment from there
Make Investing Easy With Trident
Mark Taylor, AO, former Australian Cricket Captain, Australian of the Year and Ambassador of Halifax*.
"As many of you may be aware, I’ve been a client and ambassador of Halifax for over 4 years. In achieving my goals I’ve had my ‘ups and downs’ like any other investor. As an Australian public company and one of Australia’s largest broking houses*, Halifax are well placed to provide me with the support that I want.
What I like about dealing with Halifax is that I’m offered a range of products to suit my lifestyle.
The recent launch of the Trident Global Growth Fund has sparked my interest ...it’s a product that gives you exposure to the Australian and American Stockmarkets, managed by an experienced team led by Lance Spicer who actively manages a diverse range of stocks in a portfolio with a Performance Structure based on outperformance.*
Now I can’t guarantee the returns you and I will receive, so I always start with a small investment and go from there.
I urge you to pick up your own copy of the PDS to see if it’s right for you."
Download The Product Disclosure Statement
and attached application form
Trident Global Growth Fund
The Trident Global Growth Fund - Open to New Investors - Launched 1st December 2010
Trident Investment Management are the Investment Managers of The Trident Global Growth Investment Fund.
The Trident Global Growth Fund (the “Fund”) is a unique opportunity for Investors to participate in a managed investment scheme with what the Investment Manager believes is among the fairest and simplest performance based remuneration in the industry in Australia.
The Trident Global Growth Fund provides exposure to an actively managed and diverse portfolio of Australian and International shares with some of the fastest growing, innovative companies on the Australian and International share markets. It does this by investing directly into a diverse portfolio of companies listed on the Australian Securities Exchange (ASX), NASDAQ, New York Stock Exchange and other International Exchanges. The Fund is designed to provide capital growth through investment in Australian and International Equities. It is not a suitable short-term investment.
The Trident Global Growth Fund is licensed and registered with The Australian Securities and Investments Commission (ASIC).
Investment Objective
To provide capital growth over the medium to long term by investing in common stocks listed on the Australian and New York Stock Exchanges.
We seek out companies with strong fundamentals in industries we believe will out perform due to the current macroeconomic environment at the time.
We employ a variety of risk management strategies to ensure downside risk of any one position is limited while not restricting upside performance in any way.
We avoid the use of derivatives, hedging or leverage and rely solely on individual stock performance. However, based on our analysis, we may hold short positions from time.
Frequently Asked Questions
Got a question? - check here to see if we already have answered it for you.
The Trident Global Growth Fund
By Lance Spicer, Investment Manager
"People for years have been asking me to invest their money for them and now I’m going to. You can let me do all the work.
This new fund will be investing in Australian and International stocks and will be seeking long-term growth well above market returns (would you expect anything else?)
I will be limiting the size of the fund to ensure out-performance. One of the truisms of stock market investing is that there is a sweet spot where you have enough funds under management to invest in all your good ideas, but not so much that you are limited to only large cap companies, in much the same way as Warren Buffett has often said that his Berkshire Hathaway business is hampered by it’s size."
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. Mark Taylor invested $15,000 in the Fund 30/06/2011 and is also a subscriber to Trident Confidential.
*Halifax is one of the largest Australian broking firms through the number of trading platforms offered, products provided and funds under management.