InvestSMART

Victor Smorgon Partners Global Mlt StgyPlfm - Managed Fund

Fund Objective
The Fund has been established to provide the opportunity to invest alongside the Victor Smorgon Group’s liquid portfolio. The Fund primarily invests in direct listed equities across automation, decarbonisation, and commodities targeting contrarian thematics with strong macroeconomic tailwinds.
Fund Strategy
The Fund has been established to provide the opportunity to invest alongside the Victor Smorgon Group’s liquid portfolio. The Fund primarily invests in direct listed equities across automation, decarbonisation, and commodities targeting contrarian thematics with strong macroeconomic tailwinds.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -5.57% -0.66% -4% 22.51% 15.61% 15.12% -% -%
Growth return -5.49% -0.41% -3.52% 23.33% 13.95% 14% -% -%
Income return -0.08% -0.25% -0.48% -0.82% 1.66% 1.12% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.37% 1.08% 2.09% 3.95% 4.05% 4.14% 3.25% 2.22%
As at 30 Jun 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
18.93%
Australian Equities
4.97%
International Equities
2.91%
Cash
55.53%
Property & Infrastructure
1.92%
Fixed Interest
15.75%

General Information

Fund Details
Type Description
Victor Smorgon Partners Global Mlt StgyPlfm
GCL7504AU
Miscellaneous
Not Rated
Investment Fund
3 Jul 2023
n/a
$1.4805 (as at 30 Jun 2026)
$1.4717 (as at 30 Jun 2026)
Open
Offer information
Type Description
MER 1% (as at 7 Mar 2026)
Minimum initial investment $250,000
Minimum additional investments $25,000
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FAQs about the Victor Smorgon Partners Global Mlt StgyPlfm

The objective of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is The Fund has been established to provide the opportunity to invest alongside the Victor Smorgon Group’s liquid portfolio. The Fund primarily invests in direct listed equities across automation, decarbonisation, and commodities targeting contrarian thematics with strong macroeconomic tailwinds.

The strategy of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is The Fund has been established to provide the opportunity to invest alongside the Victor Smorgon Group’s liquid portfolio. The Fund primarily invests in direct listed equities across automation, decarbonisation, and commodities targeting contrarian thematics with strong macroeconomic tailwinds.

The APIR code of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is GCL7504AU.

Victor Smorgon Partners Global Mlt StgyPlfm’s total return last month was -5.57%. This was made up of a growth return of -5.49% and an income return of -0.08%. These returns were calculated as at 30 Jun 2026.

Victor Smorgon Partners Global Mlt StgyPlfm’s total return for the last three months was -0.66%. This was made up of a growth return of -0.41% and an income return of -0.25%%. These returns were calculated as at 30 Jun 2026.

Victor Smorgon Partners Global Mlt StgyPlfm’s one-year total return is 22.51%. This was made up of a growth return of 23.33% and an income return of -0.82%. These returns were calculated as at 30 Jun 2026.

Victor Smorgon Partners Global Mlt StgyPlfm’s one-year total return is 15.12%. This was made up of a growth return of 14% and an income return of 1.12%. These returns were calculated as at 30 Jun 2026.

The asset allocation of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Victor Smorgon Partners Global Mlt StgyPlfm managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund was $ million.

The Victor Smorgon Partners Global Mlt StgyPlfm managed fund has an inception date of 3 Jul 2023.

The current entry price of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is $1.4805 per unit and the current exit price is $1.4717 per unit (as at 30 Jun 2026).

The current exit price of the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is $1.4717 per unit and the current entry price is $1.4805 per unit (as at 30 Jun 2026).

The minimum initial investment amount for the Victor Smorgon Partners Global Mlt StgyPlfm managed fund is $250,000. Minimum additional investment is $25000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.