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Generation Wholesale Global Share Fund


The Generation Wholesale Global Share Fund (the Fund) is an actively managed, high-conviction global share fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns.

The Fund seeks to invest in sustainable companies that provide products and services consistent with a low carbon, prosperous, equitable, healthy and safe society. This strategy focuses on identifying high-quality businesses with high-quality management teams that Generation believe offer a significant margin of safety from a valuation perspective. Generation’s competitive advantage is based on its ability to successfully integrate sustainability research with fundamental equity analysis into a seamless investment approach.

The Fund offers investors access to high-quality companies that are positioned to benefit from global change, over the long term.

High conviction investing

Invests in only 25 to 60 companies with potential to deliver superior returns

Integrated research process

Sustainability research is integrated with fundamental equity analysis

Stable, expert team

Experienced team with strong investment credentials


Invest in a high-conviction global equity fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns.

Investment objective: To deliver superior investment performance by taking a long-term investment view and integrating sustainability research within a rigorous fundamental equity analysis framework. The Fund aims to outperform the MSCI World ex Australia Net Index over rolling three-year periods before fees and taxes.

Inception date




Investment horizon

3 September 2007 Global Equity - active, long only, fundamental, benchmark agnostic, sustainability focus Semi-Annually Between 25 and 60 companies At least 7 years
Cash limit Management fee1 Performance fee Minimum investment APIR code
0-10% 1.20% p.a. (Wholesale Class) A performance fee may apply of 20% of the net return (after management fees) above the benchmark*
N/A – the Fund is soft-closed i.e. closed to new investors, open to existing investor applications/redemptions
FSF0908AU (Wholesale Class)

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