Our mission, delivering superior risk adjusted returns for our clients.

Swell Global Fund

The Swell Global Fund is a simple and effective way for high net worth clients and sophisticated investors to access a carefully selected portfolio of investments, acquired at discounts to their intrinsic value conservatively stated. Our mission is to deliver superior risk adjusted returns for our clients.

Hypothetical value of $100 invested at inception (net of fees)

Why invest globally with Swell?

Lachlan founded Swell Asset Management in 2014 to manage his personal capital. Since inception, the Swell Global Fund has consistently outperformed the ASX All Ordinaries Accumulation Index and MSCI World Total Return Index after all fees and expenses rising 44.43%. Whilst we are focused on returns, we are grounded by our values – client first, investing together and never compromising our integrity.

Sign up for Swell updates