Key Features

ARIA INTERNATIONAL ADVANTAGE FUND

Aria International Advantage Fund (ARSN 676 704 493)

The Aria International Advantage Fund is a registered retail managed fund that offers investors the opportunity to invest in a fund which specialises in investing in outstanding listed companies that trade on international share markets.

We employ a quality-value investment approach to preserve and grow our clients’ capital over the long term. Quality-value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.

Our investment philosophy guides us to:

  • Focus on research - Intensive research into individual companies and their management is the critical process that supports our investment decisions

  • Remain patient - We take a long-term view because it takes time for the quality and value of our companies to be realised by the market

  • Invest globally - We invest in quality companies across the capitalisation spectrum, wherever they may be found in the world

Aria has been built on the depth of our fundamental research. Knowledge is our cornerstone, and our commitment to meticulous qualitative and quantitative analysis forms the backbone of our decision-making process. Through comprehensive financial assessments, engaging with management and site visits, our research approach is designed to empower us with the insights necessary to make informed and value-creating investment decisions.

The investment objective of this Fund is to preserve and grow our clients’ capital over the long-term through identifying and investing in quality, undervalued listed investments in companies around the world.

OUR MISSION

Where Is The Fund’s Money Invested?

The Fund primarily invests in listed securities.  The Portfolio will ideally consist of 20-50 securities that our investment team believe to be undervalued by the market.  Cash may be held when undervalued securities cannot be found. 

The Portfolio of the Fund will typically have 80% or more net equity exposure.

The Portfolio is constructed in accordance with our disciplined, research-driven investment process.

This Fund may be suited to you if you:

·       Believe in the long-term wealth creation potential of share investments

·       Wish to achieve investment diversification by accessing international share market opportunities

·       Accept that returns over the shorter term may fluctuate and that returns may be negative

MINIMUM SUGGESTED TIME HORIZON

Five or more years.

INCOME DISTRIBUTION

Annually as at 30 June.