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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 April 2019 - $1.5771

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The Trident Global Growth Fund

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
  • Those with Self Managed Super Funds and private investors alike are welcome to invest
  • You can invest from as little as A$10,000 and add to your investment from there.

 

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/trident

Past results are no indication of future performance.