Generation Global Share Fund

The Generation Global Share Fund (the Fund) is an actively managed, high-conviction global share fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns.

The Fund seeks to invest in sustainable companies that provide products and services consistent with a low carbon, prosperous, equitable, healthy and safe society. This strategy focuses on identifying high-quality businesses with high-quality management teams that Generation believe offer a significant margin of safety from a valuation perspective. Generation’s competitive advantage is based on its ability to successfully integrate sustainability research with fundamental equity analysis into a seamless investment approach.

The Fund offers investors access to high-quality companies that are positioned to benefit from global change, over the long term.

Invest in a high-conviction global equity fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns.

Investment objective: To deliver superior investment performance by taking a long-term investment view and integrating sustainability research within a rigorous fundamental equity analysis framework. The Fund aims to outperform the MSCI World ex Australia Net Index over rolling three-year periods before fees and taxes.

_{^Please refer to the Product Disclosure Statement (PDS) for further details on fees and other costs that may apply.}

_{*For more information on the performance fee, refer to the fees section in the PDS.}