The Fund, which launched in 2018, aims to achieve long-term returns that are higher than the benchmark MSCI World Index, including net income reinvested, without the greater risk of loss, over the long-term.

The Fund offers investors a high-conviction portfolio of selected global companies with a long-term investment horizon. Contrarius’ investment philosophy can best be described as fundamental, valuation-based and contrarian. As a result of the manager’s philosophy, the Fund’s holdings are typically expected to differ markedly from those of its benchmark and of other global equity funds.

Lonsec noted in its research report, that the investment manager’s “investment process is pragmatic and has been well-established for more than a decade, with strong links between analyst stock research and portfolio construction”, and that Stephen Mildenhall, founder of Contrarius, “provides strong leadership to investment the team”. Lonsec further noted that the Fund’s investment team “have significant global equities experience across multiple market cycles”.

Simon Raubenheimer, director of Contrarius Investment Management Limited, the investment manager, commented that “Contrarius is pleased to have received a ‘Recommended’ rating from Lonsec for the Contrarius Global Equity Fund. This recognition by Lonsec provides us with a great opportunity to offer our long-established global equity strategy to retail, wholesale and advised investors in Australia.”

Owen Crombie, from Contrarius Investment Advisory (Pty) Limited, the Fund’s distributor in Australia, added that “this is an important milestone for the Fund and for Contrarius in Australia. We are proud to have received this rating which underscores the strength of our investment process and focus on delivering long-term results for our investors. We look forward to discussing with financial advisers our unique contrarian investment approach and how the Contrarius Funds may benefit their clients’ portfolios”.

The Fund is available on Netwealth and Mason Stevens.

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