Intermede Global Equities Fund - Managed Fund

The objective of the Intermede Global Equities Fund managed fund is Intermede is a London-based, specialist global equities manager. It aims to outperform global equity markets by identifying well-managed companies with strong market positions in attractive industries and purchasing them at discounts to intrinsic value. In particular Intermede looks for companies with a demonstrated sustainable competitive advantage.

The strategy of the Intermede Global Equities Fund managed fund is Intermede is a London-based, specialist global equities manager. It aims to outperform global equity markets by identifying well-managed companies with strong market positions in attractive industries and purchasing them at discounts to intrinsic value. In particular Intermede looks for companies with a demonstrated sustainable competitive advantage.

The APIR code of the Intermede Global Equities Fund managed fund is PPL0036AU.

Intermede Global Equities Fund’s total return last month was -0.72%. This was made up of a growth return of -0.63% and an income return of -0.09%. These returns were calculated as at 31 Aug 2026.

Intermede Global Equities Fund’s total return for the last three months was 2.85%. This was made up of a growth return of 3.1% and an income return of -0.25%%. These returns were calculated as at 31 Aug 2026.

Intermede Global Equities Fund’s one-year total return is 2.68%. This was made up of a growth return of 3.35% and an income return of -0.67%. These returns were calculated as at 31 Aug 2026.

Intermede Global Equities Fund’s one-year total return is 6.9%. This was made up of a growth return of 0.93% and an income return of 5.97%. These returns were calculated as at 31 Aug 2026.

The asset allocation of the Intermede Global Equities Fund managed fund is :

As at 31 Jul 2026, the size of the Intermede Global Equities Fund managed fund was $98.79 million.

The Intermede Global Equities Fund managed fund has an inception date of 20 Apr 2015.

The current entry price of the Intermede Global Equities Fund managed fund is $1.75771 per unit and the current exit price is $1.7542 per unit (as at 17 Sep 2026).

The current exit price of the Intermede Global Equities Fund managed fund is $1.7542 per unit and the current entry price is $1.75771 per unit (as at 17 Sep 2026).

The minimum initial investment amount for the Intermede Global Equities Fund managed fund is $20,000. Minimum additional investment is $1000.