Masterfunds

Aims to:

• provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments
• outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods
• outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
  

Aims to:

• provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed income securities

• outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods
• outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.

• provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets

• outperform the All Groups CPI + 4.5% pa (before fees and taxes) over at least three-year periods
• outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.

Aims to:

• target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods
• achieve the return objective while minimising risks through investing in a diversified range of ethical and socially responsible assets

Aims to:

• achieve long-term capital growth through investment in a variable mix of Australian and international shares and other securities, with lower risk than 100% exposure to either asset class
• outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Accumulation Index and the MSCI World ex Australia Accumulation Index (AUD) reflecting the Fund’s allocation to the various asset types over rolling three-year periods

Aims to:

• provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares
• outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods

• provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares
• outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Aims to:

• provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares
• outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods

Aims to:

• provide long-term capital growth and regular income through investment predominantly in quality shares of Australian ethical and socially responsible companies
• outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods

Aims to:

• enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares
• outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Aims to:

• provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares
• outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Aims to:

• provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
• outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Aims to:

• provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index
• outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Aims to provide investors with:

• exposure to a diversified portfolio of tax-effective high income yielding Australian securities that are also expected to produce some long-term capital growth
• above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.

Aims to:

• provide investors with long-term capital growth through investment in global shares that are benefiting from changes in technology and innovation
• outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

• provide investors with long-term capital growth through investment in quality global shares
• outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

• provide long-term capital growth through investment in quality global shares
• outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

• provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominately corporate and government bonds.
• outperform the Bloomberg AusBond Composite 0+ Yr Index (before fees and taxes) over rolling three-year periods.

• capital stability and regular income by investing in a diversified range of income generating assets
• a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.

• provide investors with regular income by investing in deposits, money market and fixed income securities
• outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis (before fees and taxes).