The Arminius Capital GROE IMA was created for sophisticated investors who want to achieve long term capital growth by investing in global businesses. The Arminius Capital GROE IMA also allows investors to diversify part of their assets away from Australia. The Arminius Capital GROE IMA invests in global equities markets whose economic whose cycles and driving forces are different from Australia’s. The Arminius Capital GROE IMA can also provide exposure to sectors which are not well represented in Australia, such as technology, aerospace, and pharmaceuticals.
Because Arminius Capital are strong believers in the preservation of their investors’ capital, the Arminius Capital GROE IMA will be restricted to investing in broad-based exchange traded funds (ETFs) and similar securities. In particular, the Fund will not undertake speculative investments.
Typically the Arminius Capital GROE IMA’s investments will be more targeted than the Arminius Capital Global IMA ’s investments, with the intention of focusing on regions and sectors which generate superior capital growth. For example, it may hold five ETFs: one for Japan, one for the US S&P500, one for large Asian companies, one for Europe, and one for Switzerland.
The Arminius Capital GROE IMA is intended, over rolling five-year periods, to beat the performance of the MSCI World Index, which covers more than 1600 stocks in 23 developed markets (but excludes emerging markets such as China).
The Investment Management Fee is 1.1% of net asset value, calculated monthly, inclusive of GST. The Investment Performance Fee is 10.0% of the outperformance of Arminius Capital GROE IMA above the MSCI World Index, calculated monthly, with a high-water mark, and inclusive of GST.
The Arminius Capital GROE IMA is a wholesale IMA and therefore is only open to investors who qualify under ASIC criteria as wholesale, sophisticated or professional investors. If you qualify and wish to view further information, please contact firstname.lastname@example.org