Strategy & Benefits

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Investing in a local fund with foreign holdings provides Australian investors with:

• Global Diversification: Access to multiple regions and sectors beyond Australia.

• Ease of Trading: Units listed and tradable on the ASX.

• Currency Diversification: Exposure to foreign currencies reduces domestic concentration risk.

• Tax Efficiency & Professional Management: Operates within Australian regulations while being professionally managed.

This strategy balances risk and reward across economies and sectors, making it easier for

investors to tap into global growth opportunities while remaining compliant and tax-efficient.