Jennison Global Equity Opportunities Fund

Fund Overview

Global growth equities are expected to grow at a faster rate than the overall market because companies with growth in earnings and cash flows drive share prices over the long term. Excess returns are generated by investing in companies that create economic value through long-duration competitive advantages.

The Jennison Global Equity Opportunities Fund aims to deliver long-term capital growth by gaining exposure to primarily equity and equity-related securities of companies located around the world.

In managing the Fund, Jennison takes an opportunistic approach to unconstrained global growth investing. It focuses on market-leading companies with unique business models, positively inflecting growth rates and long-duration competitive advantages. The investment team aims to identify underestimated growth opportunities and capture the inflection point in a company’s growth rate.

Fund Features

  • High conviction, benchmark agnostic approach that is also sector and region agnostic
  • Broad fundamental research leverages Jennison’s 55-year history of growth stock investing
  • Jennison adheres to an active management approach, refined over five decades
  • Proprietary fundamental research targets a very select group of companies
  • Active risk management and sell discipline with a focus on stock-specific risk from the point of entry through to final sale

Quick Links

Fund Facts

  • Inception date: 30/08/2024
  • APIR: ETL1845AU
  • Unit Valuation: Daily
  • Distributions: Annual

How to Invest

Investment can be made using the Fund’s PDS or via a number of platforms, including:

  • AMP North
  • BT Panorama
  • HUB24
  • Macquarie Wrap
  • netwealth

See the full range of platform availability here.

Mark Baribeau, CFA, Managing Director

"Companies with sustainable earnings potential underpinned by durable demand linked to powerful secular growth tailwinds should stand out for their ability to weather a changing macro landscape."

Mark Baribeau, CFA, Managing Director

Level 17, 90 Collins Street
Melbourne 3000
T: 03 9654 3015
F: 03 9662 3304

ABN 35 600 756 241
AFSL 462 065

Unifying excellence in asset management