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So how do the long term returns of the PM Capital Global Companies strategies 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 Global strategies1

# Global Equity Funds

in Peer Group

   7 years p.a.

17.7% 15.9%   #1 148

   10 years p.a.

16.5% 11.8%   #1 130

   20 years p.a.

6.6% 4.3%   Top Decile 40

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All our funds have outperformed their benchmarks since inception to February 2019.

Performance (net of fees)

Inception Date

Since Inception p.a.

Total Return Since Inception

Global Companies Fund

10/1998

8.6%

437.6%

MSCI World Net Total Return Index ($A)

 

4.7%

154.6%

Asian Companies Fund

07/2008

13.5%

287.0%

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

 

8.3%

133.8%

Australian Companies Fund

01/2000

9.6%

474.3%

S&P/ASX Accum. 200 Index

 

8.1%

343.4%

Enhanced Yield Fund

02/2002

5.8%

159.6%

RBA Cash Rate

 

4.0%

94.6%

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:

James Noone
Rebecca Morgan
Aaron Gascoigne

James Noone

Sales Director

0432 355 892

jnoone@pmcapital.com.au

Rebecca Morgan

Sales Director

0407 917 661

rmorgan@pmcapital.com.au

Aaron Gascoigne

New Zealand

+64 800 848 263

nzinvestors@pmcapital.co.nz

This communication is issued by PM Capital Limited (AFSL No. 230222) as responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618, Inception: 28 October 1998) and investment manager of the CFS FC-PM Capital Global Companies Fund. 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 relevant PDS at www.pmcapital.com.au or www.colonialfirststate.com.au and seek financial advice prior to making a decision to invest. Any income or return of capital is not guaranteed. Professional Investor is not an actual publication.

1. Source: Morningstar Direct. As at 28 February 2019, the CFS FC-PM Capital Global Companies Fund ranked #1 among its Morningstar Australian Open- Ended Equity World Large Blend peer group of 148 over a 7-year period. The CFS FC-PM Capital Wholesale Global Companies Fund ranked #1 among its peer group of 130 over a 10-year period. PM Capital’s Global Companies Fund ranked in the top decile of its peer group of 40 over 20 years. Refer to pmcapital.com.au for standard performance reporting periods. Includes the 5-year period to 28 February 2019 where the PM Capital Global Companies Fund is in the 3rd quartile of its Morningstar peer group. © 2019 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 at www.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. The Professional Planner|Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only. The Fund Manager of the Year award does not constitute investment advice offered by FE Money Management or Lonsec and should not be used as the sole basis for making any investment decision. All rights reserved. Professional Investor not an actual publication.

2. Annualised, net of fee. As at February 2019.