GQG Partners Managed Funds Rated ‘Recommended’ By Lonsec
SYDNEY — 9 May 2019 — GQG Partners LLC (GQG Partners) is pleased to announce its two managed funds, GQG Partners Global Equity Fund and GQG Partners Emerging Markets Equity Fund, have been rated ‘Recommended’ by Lonsec Research.
Lonsec based its rating for both GQG Partners funds on these perceived strengths:
- Strategy is led by a highly capable portfolio manager with a track record of building successful investment businesses;
- Experienced equity research team;
- Underlying investment philosophy and process which has a track record of success;
- Attractively priced given the portfolio manager’s pedigree.
A ‘Recommended’ rating indicates that Lonsec has strong conviction the funds can generate risk adjusted returns in line with relevant objectives and are considered an appropriate entry point to their respective asset classes or strategies. The investment objective of both the GQG Partners Global Equity Fund and GQG Partners Emerging Markets Equity Fund is to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of their respective benchmark.
This is Lonsec’s first review of both funds.
Rajiv Jain, GQG Partners’ co-founder and Chairman & Chief Investment Officer writes:
“I’m delighted to be recognised by Lonsec for my long track record of global investing experience in seeking quality companies selling at reasonable prices, the experience of our varied research mosaic, the endurance and adaptability of our core investment philosophy, and our fair and reasonable fees. Australian and New Zealand institutional investors have been early and strong supporters of GQG Partners, and I look forward to many years of growing our Australasian presence through these managed funds and our Sydney office.”
Laird Abernethy, GQG Partners’ Managing Director of Australia & New Zealand writes:
“I cannot underscore enough the significance of Lonsec’s ‘Recommended’ ratings for our managed funds as we build out our Australasian business. Since joining GQG Partners, I have been inspired by the firm’s focus on client alignment, experienced and diversified investment team, and differentiated investment philosophy and approach that has both endured and adapted over time in this crowded marketplace.”
ABOUT GQG PARTNERS
GQG Partners is a Florida-based boutique equities manager focused on global and emerging markets equities strategies. Mr Jain co-founded the firm in June 2016 after leaving his long tenure at Vontobel Asset Management as CIO and co-CEO. Since then, GQG Partners has grown to manage more than A$30 billion of discretionary and advisory assets worldwide (as at 31 March 2019), with more than A$3 billion of that representing 30 institutional investors in Australasia. The firm has furthered its commitment to Australasia recently with the establishment of a wholly owned subsidiary in Australia, GQG Partners (Australia) Pty Ltd ABN 85 626 132 572; the registration of its first office outside the United States in Sydney; and the appointment of a local managing director, Laird Abernethy, who is tasked with the further build-out of the Australasian team.
GQG Partners relies upon a team of traditional and non-traditional analysts — who possess backgrounds in fields such as investigative journalism and specialised accounting — to challenge the short-term projections and backward-looking dogma that often dominates market discourse. The firm strives for excellence at all levels of the organisation through a commitment to in-depth knowledge of the markets as well as independent thinking, continual growth, and giving back to investors and its global communities. For more information, please visit gqgpartners.com.
Managing Director of Australia & New Zealand, GQG Partners
+61 420 806 118
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IMPORTANT INFORMATION FOR INVESTORS
GQG Partners LLC (“GQG”) is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) (the “Act”) in respect fo the financial services it is providing. GQG Partners LLC is regulated by the U.S. Securities and Exchange Commission (“SEC”) under US laws, which differ from Australian laws, and its subsidiary, GQG Partners (Australia) Pty Ltd, is registered under the Act (Australian company number 626 132 572).
GQG provides services only to wholesale clients (as defined in section 761G of the Act) domiciled in Australia. This document contains general information only, does not contain any personal advice and does not take into account any prospective investor’s objectives, financial situation or needs. In New Zealand, any offer of a fund is limited to ‘wholesale investors’ within the meaning of clause 3(2) of Schedule 1 of the Financial Markets Conduct Act 2013.
Equity Trustees Limited (“Equity Trustees”) (ABN 22 607 797 615), AFSL 240975, is the Responsible Entity for the GQG Partners Global Equity Fund and the GQG Partners Emerging Markets Equity Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. We do not express any view about the accuracy or completeness of information that is not prepared by us and no liability is accepted for any errors it may contain. In preparing this information, we did not take into account the investment objectives, financial situation, or particular needs of any particular person. You should obtain a copy of the relevant Product Disclosures Statement (“PDS”) and Reference Guide before making a decision about whether to invest in a fund.
The Lonsec Rating (assigned as follows: GQG Partners Global Equity Fund – April 2019, GQG Partners Emerging Markets Equity Fund – April 2019) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL No. 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold GQG Partners LLC products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsecresearch.com.au/ratings/.
Any account or fund advised by GQG involves significant risks and is suitable only for those persons who can bear the economic risk of the complete loss of their investment. There is no assurance that any account or fund will achieve its investment objectives. Accounts and funds are subject to price volatility and the value of a portfolio will change as the prices of investments go up or down. Before investing in a strategy, you should consider the risks of the strategy as well as whether the strategy is suitable based upon your investment objectives and risk tolerance. There may be additional risks associated with international and emerging markets investing involving foreign, economic, political, monetary, and/or legal factors. International investing is not for everyone. You can lose money by investing in securities.
© 2019 GQG Partners LLC. All rights reserved. Information presented is as at 1 May 2019 and denominated in Australian dollars (A$) unless otherwise stated.
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