Exposure to companies with a unique competitive advantage
What the IFP Global Franchise Fund offers
Seeking quality global equities exposure
With the potential for above index returns at lower risk
Potential for protection in down markets
Concentrated exposure to some of the world's leading international companies
About the IFP Global Franchise Fund
Independent Franchise Partners LLP (IFP) is an employee-owned investment management firm established in June 2009.
IFP's founding partners previously managed the investment strategy at Morgan Stanley Investment Management. IFP is based in London and is regulated by the UK's Financial Conduct Authority.
IFP specialises in a single investment strategy which aims to identify companies capable of compounding shareholder wealth at superior rates of return over the long-term. The strategy uses strict value and quality criteria to evaluate potential investments.
The IFP Global Franchise Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged, with net dividends reinvested (Benchmark).
The fund provides exposure to a concentrated portfolio of global equities by investing in securities issued by companies IFP believes are high quality. IFP selects companies they believe have a primary competitive advantage supported by a dominant intangible asset, such as a brand, patent or licence.
IFP believes that investing in shares of high quality companies, trading at attractive valuations will earn superior returns and with less volatility compared to the Benchmark.
How the IFP Global Franchise Fund works
The fund's investment approach is founded on the belief that a concentrated portfolio of exceptionally high quality companies will earn attractive long-term returns with less than average absolute volatility. The fund looks to invest in companies whose primary competitive advantage is supported by a dominant intangible asset, such as a brand, patent or licence.
IFP believes these intangible assets will help to protect the company from competition maintaining the pricing power in their products. This, in turn, should assist them to continue to generate stable profits across a variety of market conditions. The businesses selected also tend to have robust long-term track records and strong management teams.
You can also choose to invest in a hedged version of the fund. Macquarie will use currency hedging to reduce the fund's exposure to foreign currency movements.
Awards and recognition
The Fund has been recognised for excellence, recently receiving industry awards:
- Winner – Best International Share Fund – Money magazine Best of the Best Awards 2017
- Winner – Best International Share Fund – Money magazine Best of the Best Awards 2016
- Winner – Best Global Equities Fund (Broad Cap) – Lonsec/Money Management Fund Manager of the Year Awards 2016
Why choose Macquarie?
- Quality service
- Our service is informed, friendly, professional and reliable.
- A better way to build your wealth
- Specialist investment experts to help build your wealth.
- More opportunities
- We're committed to bringing you world class investment strategies to help you build and manage your wealth.