Worldwide strategies

Worldwide strategies

Our worldwide strategies are not limited to investing in specific regions, we are free to seek out the very best sustainability companies from around the globe.

Our worldwide strategies

We launched our first Worldwide strategy in 2013, building on the decades of experience investing in the Asia Pacific and Emerging Markets regions. Our worldwide strategies are not limited to investing in specific regions, and so we are free to seek out the very best sustainability companies from around the globe. We are looking for companies with exceptional cultures, strong franchises and resilient financials, that are contributing to a better and more sustainable future for both people and planet.

We currently manage two worldwide strategies, with ‘leaders’ focused on companies with a market cap value of at least USD5 billion. You can find out more about these strategies below.

Worldwide Leaders

The strategy was launched in November 2013 and became available to Australian retail investors in September 2022. It invests in the shares of between 30-60 global companies.

Worldwide All Cap

The strategy was launched in November 2012 and became available to Australian retail investors in September 2022. It invests in the shares of between 40-60 global companies.