Fund overview

The Evans & Partners Global Flagship Fund is an ASX listed investment trust investing in global listed equities.

Investment objective and strategy

The objective of the Fund is to provide investors with capital growth and attractive risk-adjusted returns over the medium to long-term through exposure to a portfolio of global listed equities.

The Investment Manager will target a concentrated portfolio of 20-40 global listed securities which are considered to be undervalued and exhibit some or all of the following characteristics:

  • Quality management and good corporate governance standards;
  • Sound business model;
  • Solid financial position; and
  • Sufficient growth to justify a premium over the current price.

Unit price chart

*Past performance is not a reliable indicator of future performance

Risks

Like all investments, an investment in the Evans & Partners Global Flagship Fund carries risk which may result in the loss of income or principle invested. In addition to the general risks of investing, specific risk associated with investing in the Fund include, but are not limited to, investment selection and strategy risk, equity risk and foreign issuer risk. For further information about the risks of investing in the Fund please refer to Risks for more detail.

Fund facts and performance

Inception date

July 2018

ASX ticker

EGF

Unit price

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