The Fund

What the Fund’s About

The Seer Mega Trends Fund invests in listed Australian and global companies embracing the 6 Mega Trends we’ve identified as critically shaping the world economy, particularly within the Science, Technology and Innovation (STI) Industries. The Fund is focused on sustainable, responsible investing to capture real opportunities making a positive impact for unit holders.

Multi-Thematic Fund

Multi-Thematic Fund

Focused on the 6 Mega Trends

Sustainable and Responsible Investment

Sustainable And Responsible Investment

The Fund focuses on companies that provide a positive impact with an integrated ESG and Sustainable, Responsible and Impact Investing

Portfolio diversity

Portfolio Diversity

The portfolio holds between 30-80 Australian and global companies with diversity across a broad range of global indices

In depth Research

In Depth Research

Seer evaluates candidates for inclusion in the portfolio using quantitative screens and thematic research

Measurement Of Investment Performance And Impact

Measurement Of Investment Performance And Impact

Seer reports on both investment performance and extent of positive impact from investing in the Fund

Experienced Team

Experienced Team

Strong Investment Committee with a range of experience, skills and diversity

Fund Facts

Investment Objective

To achieve capital growth over the medium to longer term

Minimum Investment

$25,000

Type of Investor

Wholesale Investor

Management costs

Management Fee 1.3% per annum (plus GST) of the Fund’s gross assets

Performance fee

10% (plus GST) of the Fund’s Aggregate Excess Return

Portfolio Manager

Alice LeMessurier

Distribution

Annually at 30 June

Legal Structured

Unregistered managed investment scheme, structured as an open ended unit trust

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