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So how do the long term returns of the PM Capital Global Companies strategy stack up? Put simply, they rank among the highest in its Morningstar global equities peer group:

 

 

 

Morningstar peer group

Performance2

p.a.

 

PM Capital

Global Companies Fund

MSCI World

Net Index (AUD)

Ranking of

PM Capital Strategies1

# Global Equity Funds

in Peer Group

   1 year

34.7% 14.7% #1 207

   3 years p.a.

15.4% 12.8% #1 171

   5 years p.a.

23.0% 18.0% #1 157

   7 years p.a.

14.4% 12.9% #1 141

   8 years p.a.

14.9% 12.0% #1 140

                                          Want to know more? Click here or call us on +612 8243 0888

All our funds have outperformed their benchmarks since inception to 30 June 2017.

Performance (net of fees)

Inception Date

Since Inception p.a.

Total Return Since Inception

Global Companies Fund

10/1998

8.8%

380.8%

MSCI World Net Total Return Index ($A)

 

4.1%

110.6%

Asian Companies Fund

07/2008

16.1%

283.5%

MSCI AC Asia ex Japan Net Total Return Index ($A)

 

8.0%

100.3%

Australian Companies Fund

01/2000

11.0%

513.6%

S&P/ASX Accum. 200 Index

 

8.0%

282.6%

Enhanced Yield Fund

02/2002

6.1%

147.8%

RBA Cash Rate

 

4.3%

89.8%

Want to know more about our Funds? Click below to find out more.

Global Companies Fund Asian Companies Fund Australian Companies Fund

Enhanced Yield Fund

Speak to one of the sales team:

Lachlan Cameron
Aaron Gascoigne
Rebecca Morgan

Lachlan Cameron

Head of Distribution - Australia

02 8243 0807

lcameron@pmcapital.com.au

Aaron Gascoigne

New Zealand

+64 800 222 143

nzinvestors@pmcapital.co.nz

Rebecca Morgan

Sales Director - Victoria and WA

0407 917 661

rmorgan@pmcapital.com.au

James Noone
Shane O'Connor
 

James Noone

Sales Director - Queensland

0432 355 892

jnoone@pmcapital.com.au

Shane O'Connor

Sales Director - NSW

0424 996 795

soconnor@pmcapital.com.au

 

1. Source: Morningstar Direct. As at 30 June 2017, PM Capital’s Global Companies Fund ranked #1 in its Morningstar Australian Open-Ended Equity World Large Blend peer group of 214 over 1 year. The CFS FC-PM Capital Wholesale Global Companies Fund ranked #1 among its peer group of 176, 160, 144 and 143 over 3, 5, 7 and 8-year period respectively. © 2017 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). This advertisement is issued by PM Capital Limited (AFSL No. 230222) as RE for the PM Capital Global Companies Fund (ARSN 092 434 618, Inception: 28 Oct 1998). The information herein may change without notice, does not constitute advice or a recommendation, and does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Consider the PDS and New Zealand Investors Information Sheet (11 November 2016) at www.pmcapital.com.au and seek financial advice prior to making a decision to invest. Past performance is not a reliable guide to future performance. The return of capital is not guaranteed. Professional Investor is not an actual publication. 

2. Annualised, net of fees. As at 30 June 2017.