IFP Global Franchise Fund II
Invest in the fund via mFund code: MPS08
Macquarie Professional Series is pleased to bring investors access to the IFP Global Franchise Fund (Hedged).
IFP Global Franchise Fund II
Invest in the fund via mFund codes: MPS08
Macquarie Professional Series is pleased to bring investors access to the IFP Global Franchise Fund II on the mFunds platform.
Macquarie Professional Series – enabling local access to global specialists
Macquarie Professional Series search the world to uncover differentiated investment solutions, enabling local investors to access strategies from world-class fund managers. We leverage our insights into the local investment landscape, seeking to anticipate investment needs and identify relevant opportunities currently overlooked in the market.
About Franchise Partners
Independent Franchise Partners LLP (IFP) is an employee-owned, investment management firm established in June 2009. The firm specialises in a single investment strategy which aims to identify companies capable of compounding shareholder wealth at superior rates of return over the long-term. The strategy uses strict value and quality criteria to evaluate potential investments. The firm’s founding partners previously managed the investment strategy at Morgan Stanley Investment Management. The firm is based in London and is regulated by the UK’s Financial Conduct Authority.
Snapshot of the new mFund
IFP Global Franchise Fund II (ASX: MPS08)
The IFP Global Franchise Fund II adheres to Franchise Partner’s stringent quality and value criteria, driven by in-depth qualitative research, supplemented by quantitative financial analysis. The Fund offers exposure to a concentrated portfolio of some of the world’s leading global companies excluding tobacco and controversial weapons. Each of the companies in the portfolio possess a dominant intangible asset, such as brand, patent, intellectual property or licence, which gives them a competitive advantage in their market.
The Fund seeks to deliver attractive long-term returns with less absolute volatility than the Benchmark*.
Investment objective: The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).
* MSCI World ex Australia Index, in $A unhedged with net dividends reinvested
This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Funds referred to above. This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in the Funds. In deciding whether to acquire or continue to hold an investment in the Funds, an investor should consider the Fund’s product disclosure statement. The product disclosure statement is available on our website at macquarie.com.au/pds or by contacting us on 1800 814 523. Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.
This article has been prepared by Macquarie and has not been independently verified by IFP. IFP make no representation or warranty as to its accuracy or completeness and accepts no liability for any inaccuracy or omission.