Trident Investment Management Pty Ltd

Trident Investment Management Pty Ltd

The Trident Global Growth Fund, commenced December 2010, invests in US and Australian stocks with strong fundamentals and earnings growth.

The Trident Global Growth Fund – Open to New Investors – Launched 1st December 2010

Trident Investment Management are the Investment Managers of The Trident Global Growth Investment Fund.

The Trident Global Growth Fund (the “Fund”) is a unique opportunity for Investors to participate in a managed investment scheme with what the Investment Manager believes is among the fairest and simplest performance based remuneration in the industry in Australia.

The Trident Global Growth Fund provides exposure to an actively managed and diverse portfolio of Australian and International shares with some of the fastest growing, innovative companies on the Australian and International share markets. It does this by investing directly into a diverse portfolio of  companies listed on the Australian Securities Exchange (ASX), NASDAQ, New York Stock Exchange and other International Exchanges. The Fund is designed to provide capital growth through investment in Australian and International Equities. It is not a suitable short-term investment.

The Trident Global Growth Fund is licensed and registered with The Australian Securities and Investments Commission (ASIC).

Investment Objective

To provide capital growth over the medium to long term by investing in common stocks listed on the Australian and New York Stock Exchanges.

We seek out companies with strong fundamentals in industries we believe will out perform due to the current macroeconomic environment at the time.

We employ a variety of risk management strategies to ensure downside risk of any one position is limited while not restricting upside performance in any way.

We avoid the use of derivatives, hedging or leverage and rely solely on individual stock performance. However, based on our analysis, we may hold short positions from time.


City


Cronulla


Post/Zip Code


2230


Business Phone


61 (0) 2 9544 5135


Financial Service Licence No.


ARSN 120 329 026


Licencing Description



Australian Mutual Holdings Limited (AMH) ABN 90 115 182 137 Australian Financial Services License (AFSL) 295393. The Trident Global Growth Fund (Fund) ARSN 120 329 026,

The Fund is issued by Australian Mutual Holdings Limited (AMH) ABN 90 115 182 137 Australian Financial Services License 295393. You need to read the Product Disclosure Statement (PDS) before investing in this product. Annualised Profit workings, outperformance structure and PDS can be found at amhonline.com.au/tridentworkings.

Past results are no indication of future performance.

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