The website is issued by Apostle and includes information from third parties. The third parties may include Investment Managers who conduct any portfolio management activities in and from overseas countries and who may be exempt from the requirement to hold an AFSL under the Corporations Act 2001 (Cth) in respect of financial services. These third parties are regulated by the relevant authorities in their country under laws which differ from Australian laws.
This website is for information purposes only. It is not an offer or a recommendation to invest and should not be relied upon by investors in making an investment decision. Offers to invest will only be made in the relevant offer document and this material is not intended to substitute for suitable disclosure documents which will outline the risks involved and other relevant information. Any investment carries potential risks and fees which are described in the relevant offer document. An investor should, before deciding whether to invest, consider the appropriateness of the investment, having regard to both the relevant offer document in its entirety and the investor’s objectives, financial situation and need. This information may not have been prepared taking into account your objectives, financial situation or needs. Please note that past investment performance is not a reliable indicator of future investment performance. No representation is made as to future performance or volatility of the investment. In particular, there is no guarantee that the investment objectives and investment strategy set out in this presentation may be successful. Any forward-looking statements, opinions and estimates provided in this material are based on assumptions and contingencies which are subject to change without notice and should not be relied upon as an indication of the future performance. Persons should rely solely upon their own investigations in respect of the subject matter discussed in this material. No representations or warranties, express or implied, are made as to the accuracy or completeness of the information, opinions and conclusions contained in this material. In preparing these materials, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available to Apostle. To the extent permitted by law, all liability in reliance on this material is expressly disclaimed.
This information on the website is provided in relation to an investment that is available exclusively to wholesale clients, as defined by the Corporations Act 2001 (Cth). This material is provided in relation to an investment that is open to Australian residents only and is not available in any jurisdiction in which, or to any person to whom, it would be unlawful to make such offer or invitation.
What does all this market volatility mean for investors? How are impact funds going to weather the storm? Karyn West from Apostle Funds Managment talks to Sean Aylmer about a wild week in markets, and what it means for an ethical fund set up to make a difference. Click Here
Our Portfolio Manager Steven Spearing joins Andrew Geoghegan on ausbiz to disucss defensive portfolio positioning. Click Here
Steven Spearing and Joe Unwin, portfolio managers from Apostle Funds Management provide an overview of the fund manager, their view of the bond markets, and a new ethical high yield credit fund coming to the market next month. Click Here
In a period of economic uncertainty, Al Rabil from Kayne Anderson talks to Andrew Geoghegan about the fundamentals of proper portfolio construction and the strength of real assets in this complex time. Click Here
Our very own Joe Unwin appeared on ausbiz early this morning. Joe identifies that uncertain market environments are the best time to focus on megatrends. Investments that focus on decarbonization, the ageing population, sustainable agriculture and technological advancement are driven by structural changes in society and the economy, so they will continue to grow regardless of where […]
Kyle Rodda spoke with our very own Joe Unwin on “How climate change could cost you!” Joe identified that the huge economic risk for investor portfolios is no longer the actual issue of climate change but rather the response by the private sector. So how do you protect yourself and minimise risk in your portfolio? […]
“It doesn’t take a huge genius to say the price of carbon will go up,” says Apostle Managing Director Karyn West. If you would like to know more check out the following article. Click Here
“People and Planet’s fund aims to support companies making a positive impact on issues such as climate change and gender diversity” To find out more about the Apostle People and Planet Diversified Fund and our soon to launch ethical high-yield credit strategy, check out the following article Click Here
“Companies ESG tilt such as eBay, keeping goods in circulation and out of landfill, is attracting younger buyers, growing market share”. When investing right now, the key focus should be on the fundamentals of companies. David Keir from Dundas Global Investors International met with ausbiz this morning addressing the idea that business growth will drive dividend growth and […]
Kayne Anderson Capital Advisors, L.P. multi-family impact fund address housing affordability in the US. Al Rabil dentifies that the fund has a sustainable focus. The projects are built from scratch or renovated using renewable energy infrastructure. Al Rabil addresses, “Solar-geo heating and cooling can dramatically reduce carbon footprint”. Click Here
Fiona Manning, Portfolio Manager, discusses our new Fund, Apostle People and Planet Diversified Fund. Fiona gives detail to the ‘win-win’ this Fund provides as it offers ethical solutions whilst also presenting growth opportunities for investors. Listen in to the full interview to understand how you can make a difference through listed equities Click Here
“It’s unique in the marketplace and provides an opportunity for investors to invest in line with their values and target traditional financial returns in a diversified portfolio” – Fiona Manning Read the full Investor Daily article by Neil Griffiths to further understand how the Apostle People and Planet Diversified Fund will “help tackle the world’s […]
Lachlan Maddock from Investor Strategy news interviews our own Karyn West and Fiona Manning. Maddock states ”This Fund has an interesting and unique implication for an industry trying to meet a new wave of demand for sustainable options”. #strategy #sustainable Click Here
“Apostle Funds Management (AFM) has launched a diversified Fund that will seek positive impact in social and environmental areas… The focus of the Fund is to generate financial return via multiple asset classes, while creating positive impact in line with several UN Sustainable Development Goals (SDGs).” Follow the link to find out more about our […]
David Keir appeared at the Markets Summit 2022, hosted by Portfolio Construction Forum, to discuss how sustainable dividends growth outperforms over the long term. Delving into the most important decision taken around the boardroom table; the annual dividend declaration. David stressed that companies should reinvest whilst also returning profits to shareholders via dividends. To learn more, […]
David Keir from Dundas Global Investments joins ausbiz to address his top stock picks and investment strategy in a period of increased volatility. David Keir identifies the importance of looking beyond share prices to focus on company fundamentals such as their dividends, growth, and re-investment. Click Here
Apostle’s latest article for Adviser Voice discusses how impact-oriented strategies can target growth opportunities and manage the associated risks. For clients genuinely seeking to invest for Impact, we discuss how greenwashing can be identified and avoided. This article is all about investing for Impact – how to help your clients cut through the noise to reach […]
David Keir from Dundas Global Investors appears on ausbiz to talk resilience and dividend growth when it comes to long term equity returns. Learn more by following the link below to watch the full AusBiz interview. Click Here
David Keir from Dundas Global Investors appears on Equity Mates on ausbiz. David brings insight to the discussion into how Dundas finds and values companies, along with some sectors on the watchlist. Learn more by following the link below to watch the full AusBiz interview. Click Here
If you’re looking for strong dividend growth then healthcare is a sector to find opportunity according to David Keir, Investment Analyst at Dundas Global Investors. He says over the past five years the dividend growth number for MSCI ACWI (the largest 3000 companies in the world) has been 2.6%, whereas the ACWI Healthcare sector has […]
Gavin Harvie and Neil Sutherland, partners at Dundas Global Investors comment, as dividends are typically the focus of income investors, growth investors are overlooking the “unsung hero” of long-term returns. Thus, arguing that the sustainability of dividends is the best way to determine the long-term growth prospect’s of a portfolio. Learn more by following the […]
Dividend growth is the unsung hero of long term equity returns according to David Keir, Investment Analyst at Dundas Global Investors. Keir discusses the four components of accumulating pension returns; capital, dividend, compounding and contributions. Upon retirement, two of the most important components -compounding and contributions – are switched off. According to his strategy this […]
In an Interview with David Chaplin from Investment News in NZ, Karyn West talks style-agnostic strategy. Learn more by following the link to the full article below. Click Here
With interest rates at all-time lows, investors are turning to equities for yield and taking on more risk in their portfolios. But investors should only target companies that are financially sound and capable of growin their dividends over time. Learn more by following the link to the full article below. Click Here
Read Stephen Bennie’s comments on the investment case for a2 milk via the lens of a value investor. Stephen references Dundas Global Investors and their thoughts on the relationship between growth and value investors. Click Here
Read Will Hamilton’s comments on growing dividends and the importance of balancing risk in the current environment. Click Here
Karyn West “always invests in every single thing [she] recommends to a client”. Learn more about how Karyn built a career out of fearlessly backing herself. Click Here
The Apostle Dundas Global Equity Fund shortlisted for an Investment Leadership award in the International Equities – Active Core category. Click Here
Independent Investment research house, Lonsec, has awarded a ‘Recommended’ rating to the Apostle Dundas Global Equity Fund. Click the link below to learn more about the Dundas Global Equity Fund. Click Here
Apostle Dundas Global Equity Fund labeled a Top-Performer in international equities active core by RMetrics. Click Here
Read Alan McFarlane’s thoughts on the changing dynamics of pension schemes and how the Apostle Dundas Global Equity Fund is positioned to capitalise on these changes. Alan discusses the importance of dividend growth and some key signals the Dundas team use to screen investments. Alan also offers valuable insights into Australia’s current dividend environment. Click […]
