Financial Advisers
Invest in the Swell Global Portfolio through the HUB24 or Mason Stevens platforms
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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 18% pa since inception
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 portfolio 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. This has enabled us to consistently outperform the ASX All Ordinaries Accumulation Index and the MSCI World Net Total Return Index after all management fees since inception.
Performance to August 31 2021
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 Month |
3 Months |
6 Months |
1 Year |
2 Years (p.a.) |
3 Years (p.a.) |
4 Years (p.a.) |
5 Years (p.a.) | 6 Years (p.a.) |
Since Inception |
|---|---|---|---|---|---|---|---|---|---|---|
| Swell Global Portfolio | 2.54% | 11.16% | 15.57% | 20.54% | 21.51% | 19.13% | 22.58% | 20.47% | 17.99% | 181.92% |
| MSCI World Net Total Return | 3.08% | 12.14% | 23.03% | 31.31% | 18.20% | 14.56% | 16.86% | 15.47% | 12.86% | 111.43% |
| Outperformance | -0.54% | -0.98% | -7.47% | -10.77% | 3.31% | 4.57% | 5.72% | 5.00% | 5.13% | 70.49% |
Talk to us about accessing our research, insights and performance data to help you frame a conversation about international equities
If the Swell Global Portfolio is not currently available on your APL, we can help you to have it included
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