Financial Advisers
Invest in the Swell Global Portfolio SMA through HUB24 or Mason Stevens or the Swell Global Fund unit trust
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How does Swell work with financial advisers?
As a boutique manager we pride ourselves on providing personalised service and meaningful insights for you and your clients.
$25,000 minimum investment
Strong track record
Capital preservation focus
We're performance focused and risk averse
Our principal objective is capital preservation which means we place a higher emphasis on preventing losses than reaching for higher returns. While we are motivated by performance, we are grounded by our values – client first, investing together and never compromising our integrity.
Our investment strategy
The portfolio holds 10-20 stocks listed in developed markets, predominantly capitalised at US$50 billion or more. We seek exceptionally managed companies with a clear strategy for creating value over the long term, purchased at a discount to their conservatively estimated intrinsic value. We prefer to hold assets for five years or more.
Performance
While we can’t guarantee investment returns, we can guarantee adherence to our strict investment philosophy. We are focussed on generating absolute returns and target 9% per annum over rolling three year periods. We only invest when it makes sense to do so and If we can’t find a suitable investment we will hold cash. Our cash weighting is driven by available investment opportunities not an arbitrary benchmark.
Performance to July 31 2022
Net of management fee - Inception date is June 18 2015 - Performance data relates to the Swell Global Portfolio - Past performance is not indicative of future performance
| Performance AUD |
1 Year |
2 Years (p.a.) |
3 Years (p.a.) |
4 Years (p.a.) |
5 Years (p.a.) | 6 Years (p.a.) | 7 Years (p.a.) |
Since Inception |
|---|---|---|---|---|---|---|---|---|
| Swell Global Portfolio | -39.06% | -12.95% | -3.93% | 1.94% | 6.42% | 7.71% | 7.85% | 67.78% |
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