Funds

Adopting an innovative approach, we invest in high quality companies when they are temporarily out of favour. We invest with conviction and a unique implementation strategy that aims to deliver superior returns and a smoother long term return profile.

Wingate Asset Management is a specialist international equity manager that employs a contrarian value-oriented investment strategy

This means we don’t follow the crowd. We think a little differently. 

We take a high conviction approach to invest in large, high quality companies when they are attractively priced. This results in a concentrated portfolio of 25 to 40 stocks. 

Our investment process involves the use of derivatives (but no leverage) to deliver three distinct benefits to investors – reducing risk; generating income; and, in combination with the shares investors own, delivering a more consistent return profile. 

We offer two core strategies and a choice of fee options.

Wingate Global Equity Fund - Wholesale Units

The Wingate Global Equity Fund is a large cap, international equities fund. Consistent with our investment approach, this fund is differentiated by:

A diversified, contrarian approach to international investing

International equity exposure with reduced downside risk

A smoother return profile

Quarterly income distribution

Wholesale fund details

Wingate Global Equity Fund - Hedged

The Hedged Fund reduces exposure to international currency volatility by investing into the Wingate Global Equity Fund – Wholesale Units and hedging the underlying foreign currency exposures back into Australian dollars.

Hedged fund details

Important information

This product is issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. The information contained above is not based on the financial objectives, situation or needs of any particular investor. In deciding whether to acquire or continue to hold the product you should obtain the Product Disclosure Statement and consider whether the product is appropriate for you. The website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not a reliable indicator of future performance.

^Effective 30 September 2017. Inclusive of the impact of RITC (Reduced Input Tax Credits). Refer to the PDS and Additional Information Document for more information about fees and costs for this Fund.