JENNISON GLOBAL EQUITY OPPORTUNITIES FUND

Fund overview

 

The Fund’s investment objective is to seek long-term growth of capital by gaining exposure to primarily equity and equity-related securities of companies located around the world.

 

The Jennison Global Equity Opportunities Fund is an Australian Feeder Fund which will invest primarily in an AUD unhedged share class of the PGIM Jennison Global Equity Opportunities Fund (Underlying Fund).

 

In managing the Underlying Fund, Jennison’s team takes an opportunistic approach to unconstrained global growth investing. It focuses on market-leading companies with unique business models, positively inflecting growth rates and long duration competitive advantages. The investment team aims to identify underestimated growth opportunities and capture the inflection point in a company’s growth rate.

 

The Underlying Fund’s investment ideas are generated by the investment team’s research analysts, supplemented by a screen that identifies companies with fundamental characteristics the team believes will contribute to longer-term performance. Companies identified in the idea generation phase are rigorously researched, focusing on innovative and disruptive businesses, defensible business models with significant competitive barriers to entry, and long term demand trends.

 

Key features of the Fund

 

  • Exposure to an underlying fund that invests in companies around the world utilising an active management approach that does not intend to track the benchmark.
  • Broad fundamental research leverages Jennison’s 50-year history of growth stock investing.
  • Jennison Associates adheres to an active management approach which has been refined over five decades.
  • High conviction alpha concentrated approach that is sector and region agnostic.
  • Proprietary fundamental research targets a very select group of companies.
  • Active risk management and sell discipline with a focus on stock-specific risk from point of entry through final sale.

“We believe that excess returns can be generated by investing in a portfolio of market leading companies with unique business models, positively inflecting growth rates, and long duration competitive advantages.”

 

Mark Baribeau CFA, Managing Director

Fund facts

* these amounts may be varied if investment is made via a platform.
** please refer to PDS for further details on indirect costs.

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

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