Financial Advisers
Financial advisers can access the Swell Global Portfolio through managed portfolio platforms HUB24 and Mason Stevens. Please contact us to hear more.
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Swell Global Portfolio
The Swell Global Portfolio is a concentrated selection of high-quality global companies focusing on long-term investment horizon and capital preservation. The foundation of our investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term. The Swell Global Portfolio is rated 'Superior' by independent research house SQM Research. Swell Asset Management is a signatory to the Principles of Responsible Investment.
$25,000 minimum investment
Strong track record
Capital preservation focus
How is Swell different from traditional fund managers?
Swell is an absolute return focused fund manager and aim to achieve an annual portfolio return of 9%. We take a genuine long-term orientation when selecting investments to exploit a time arbitrage. We recommend investors adopt a similar time horizon when investing. Unearthing insights through deep fundamental analysis separates us from our peers and is essential when managing a concentrated portfolio. Our adviser partners can access information on the Swell Global Portfolio in the product disclosure statements available on HUB24 and Mason Stevens websites.
What is Swell's investment edge?
We believe investors benefit from our five competitive advantages, which include:
- concentrated quality;
- capital preservation through risk control;
- alignment of interest with investors;
- rational unbiased analysis; and
- long term orientation.
Our priority is to ensure our investments are aligned with the interests of our clients, and this is why we invest alongside them. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals.
Performance
Swell Global Portfolio annual performance by calendar year
The Swell Global Portfolio was launched on 18 June 2015. The performance is net of management and performance fees. Past performance is not indicative of future performance.
| Year | Performance |
|---|---|
| 2024 (YTD) | 12.64% |
| 2023 | 66.92% |
| 2022 | -43.10% |
| 2021 | 10.37% |
| 2020 | 17.02% |
| 2019 | 31.40% |
| 2018 | 7.05% |
| 2017 | 16.00% |
| 2016 | 15.50% |
| 2015 (from 18-June) | 5.23% |
| Since inception | 174.02% |
| Since inception (p.a.) | 12.21% |
We are available to discuss how your clients can access our research, insights and performance data to assist you in initiating a conversation about the Swell Global Portfolio.
The Swell Global Portfolio product disclosure documents are available on the HUB24 (Code: SWE001) and Mason Stevens websites.
We can help you include the Swell Global Portfolio on your APL if it is currently unavailable. Please contact us for more information.
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