PM Capital Global Opportunities Fund (ASX: PGF)
发布时间:2026-08-20 | 浏览:6
PM Capital Global Opportunities Fund (ASX: PGF) Profiting from market anomalies anywhere in the world
Profiting from market anomalies anywhere in the world
Reports and Commentary
Company Announcements
Board of Directors
Compliance and Policies
Company overview
The PM Capital Global Opportunities Fund Limited (ASX:PGF, ACN 166 064 875) provides investors with an opportunity to invest in global equities via an Australian Securities Exchange (ASX) listed investment company. The company began trading on the ASX on 12 December 2013.
Managed by PM Capital Limited, the aim is to create long term wealth through a concentrated portfolio of 25-45 global companies that we believe are trading at prices different to their intrinsic values.
Dividend Guidance - PM Capital Global Opportunities Fund
Investment objective
The Company’s investment objective is to provide long-term capital growth over a seven-year plus investment horizon through investment in a concentrated portfolio of undervalued global (including Australian) equities and other investment securities. The goal of the Company is not to replicate standard industry benchmarks like the MSCI World Index (AUD). Instead, it is expected that the Company will have varied outcomes to that of a traditional index-benchmarked investment vehicle. The Manager will manage the Company’s Portfolio from an Australian investor’s perspective, with tax and currency exposures being important considerations in its daily management. The level of hedging back to Australian dollars will depend on the Manager’s expectation of future currency exchange rate movements. Currency exposures within the Company will be actively managed by the Manager with the objective of delivering positive Australian dollar returns.
Dividend History
Meet the Manager
The Company may be suitable if you want:
Provided by a focused, patient and considered process
Access to global securities
Increase your exposure to global equities, either within your portfolio or SMSF
A long term approach
Comfortable with investing in the Company over the long term (7 years plus) with some short term volatility
The potential for returns that may be significantly different to those provided by the index and more traditional Listed Investment Companies.
The Company's process has been shown to be effective, based on a philosophy developed by Paul Moore, over 35 years. This has produced attractive long term capital growth.
We have an authentic investment process where our exposure to industry sectors, geographic regions or market capitalisation is determined solely by our conviction in the risk/ reward opportunities that we identify within portfolio guidelines. No conviction = no investment.
The Company aims to create long term wealth for our co-investors by finding and exploiting investment anomalies around the world, wherever they are. We find opportunities where others may only see risks.
Our co-investors receive access to a unique subset of opportunities to which they would otherwise find difficult to access. The management team have significant investments in the Company – they invest for and with you.
* Based on the latest updated share price, and the most recent dividend guidance issued to the ASX. The intended fully franked dividend is subject to there being no material adverse changes in market conditions and the investment performance of the Company’s portfolio. The Company’s ability to continue paying fully franked dividends is dependent on the payment of tax on investment profits and there can be no guarantee that such profits will be generated in the future. Past performance is not a reliable indicator of future performance.
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