Consistent High Returns, Capital Protection, Integrity

Featured Articles

Is Poverty In Your Future? - This One Change Could Make All The Difference

Lance Spicer, Editor, Trident Confidential

There is a crisis! It’s not evident yet but in the next couple of ...

Trident Managed Fund

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 its very narrow exposure to many sectors.

The Trident Global Growth Fund 

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

Unit Price as at 30 September 2018 - $1.53

See more by clicking below: 

The Trident Global Growth Fund

Currently open to new investors

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 prevailing 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 provides diversification and an opportunity to invest in high growth sectors such as Technology and Aerospace not available in Australia. 
  • Equity markets are currently performing well overseas as growth has returned after the global financial crisis.
  • 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 market beating returns since 2005 with his newsletter Trident Confidential available from Trident Stock Report 
  • Those with Self Managed Super Funds and private investors alike are welcome to invest
  • You can invest from as little as A$15,000 and add to your investment from there.

 

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.