FORT LAUDERDALE, FLA. — The GQG Partners Global Equity Fund won the “International Equities: High Active Risk” category at the Financial Standard Investment Leadership Awards, held in Sydney on Thursday, 1 June.

The Financial Standard Investment Leadership Awards recognise investment strategies which exhibit the qualities sought by investors.

The GQG Partners Australia team are delighted to see the Fund receive this recognition and thank Financial Standard and the Investment Leadership Awards committee for their consideration.

According to GQG Partners managing director, Australia and New Zealand, Laird Abernethy, the Financial Standard award is testament to the strength of GQG’s investment process and the skills of the portfolio managers in identifying companies with competitive advantages and durable earnings.

The GQG Global Equity Fund seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers that GQG believes are undervalued by the market. The Fund aims to invest in high-quality companies with attractively priced future growth prospects in both developed and emerging markets. GQG Partners’ fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management.

To determine the category winners, Financial Standard engage Rainmaker Information to develop a quantitative methodology that equally weights performance factors with five different risk measures. Strategies are separated by both asset classes and risk level.

Benchmark indexes are used to help determine the awards categories. In the case of large capitalization strategies in equities, benchmarks are used to help calculate the beta-adjusted alpha of the fund, which goes into the final score the strategy receives. This is a measure of the fund’s return after considering the market exposure the fund has taken in implementing its strategy. The Investment Leadership Awards take both return and risk measures into account.

ABOUT GQG PARTNERS

GQG Partners is an investment boutique which is a wholly owned subsidiary of a majority employee-owned company listed on the Australian Securities Exchange (ASX: GQG). The firm manages global and emerging market equities for institutions, advisors, and individuals worldwide. Headquartered in Fort Lauderdale, Florida, we strive for excellence at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity, and a deep knowledge of the markets. GQG Partners manages AUD$149 billion in client assets as of April 2023. For more information, please visit gqg.com.

Media Contact

Claudia Pritchitt
PritchittBland Communications
0438 221 550
claudia@pbcommunications.com.au

IMPORTANT INFORMATION:

The information provided in this document does not constitute investment advice and no investment decision should be made based on it. Neither the information contained in this document or in any accompanying oral presentation is a recommendation to follow any strategy or allocation. In addition, neither is a recommendation, offer or solicitation to sell or buy any security or to purchase of shares in any fund or establish any separately managed account. It should not be assumed that any investments made by GQG Partners LLC (GQG) in the future will be profitable or will equal the performance of any securities discussed herein. Before making any investment decision, you should seek expert, professional advice, including tax advice, and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the law of your home country, place of residence or current abode.

This document reflects the views of GQG as of a particular time. GQG’s views may change without notice. Any forward-looking statements or forecasts are based on assumptions and actual results may vary.

GQG provides this information for informational purposes only. GQG has gathered the information in good faith from sources it believes to be reliable, including its own resources and third parties. However, GQG does not represent or warrant that any information, including, without limitation, any past performance results and any third-party information provided, is accurate, reliable or complete, and it should not be relied upon as such. GQG has not independently verified any information used or presented that is derived from third parties, which is subject to change. Information on holdings, allocations, and other characteristics is for illustrative purposes only and may not be representative of current or future investments or allocations.

The information contained in this document is unaudited. It is published for the assistance of recipients, but is not to be relied upon as authoritative and is not to be substituted for the exercise of one’s own judgment. GQG is not required to update the information contained in these materials, unless otherwise required by applicable law. GQG is registered as an investment adviser with the U.S. Securities and Exchange Commission. Please see GQG’s Form ADV Part 2, which is available upon request, for more information about GQG.

GQG Partners LLC is a wholly owned subsidiary of GQG Partners Inc., a Delaware corporation that is listed on the Australian Securities Exchange.

GQG Partners (Australia) Pty Ltd. ACN 626 132 572, holds an Australian financial services license (AFSL) No. 515673, pursuant to section 913B of the Corporations Act 2001 (Cth) (Corporations Act).

GQG Partners LLC, is an Authorized Representative of GQG Partners (Australia) Pty Ltd. GQG is an authorised representative of GQG Partners (Australia) Pty Ltd ACN 626 132 572, AFSL number 515673, and this information and our services may be provided to wholesale and retail clients as defined in the Corporations Act.

An unrelated party, Equity Trustees Limited (“Equity Trustees”) (AFSL No. 240975, ABN 46 004 031 298) is the Responsible Entity and issuer of units for the Funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). This information has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. EQT does not express any view about the accuracy or completeness of information that is not prepared by it and no liability is accepted for any errors it may contain. In preparing this information, EQT did not take into account the investment objectives, financial situation, or particular needs of any particular person. You should obtain a copy of the Product Disclosure Statement (PDS) and Reference Guide before making a decision about whether to invest in or hold interests in a Fund. You can request a copy of the relevant PDS and accompanying Reference Guide free of charge by contacting GQG AU by using their contact details below.

GQG is providing this material for informational purposes only. It should not be construed as an offer or solicitation to sell or buy any securities or for the acquisition or the subscription of units in any fund or for the establishment of any separately managed account. Any reference to or description of a security is for illustrative purposes only unless explicitly stated otherwise. It should not be assumed that any recommendations made by GQG in the future will be profitable or will equal the performance of any securities discussed herein. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the requirements for any investment under the laws applicable to you.

The target market determination for the Funds can be accessed at https://www.eqt.com.au/insto/. Any account or fund advised by GQG involves significant risks and is suitable only for those persons who can bear the economic risk of the complete loss of their investment. There is no assurance that any account or fund will achieve its investment objectives. Accounts and funds are subject to price volatility and the value of a portfolio will change as the prices of investments go up or down. Before investing in a strategy, you should consider the risks of the strategy as well as whether the strategy is suitable based upon your investment objectives and risk tolerance. There may be additional risks associated with international and emerging markets investing involving foreign, economic, political, monetary, and/or legal factors. International investing is not for everyone. You can lose money by investing in securities. The Fund is a newly organised entity and does not have an operating history upon which prospective investors can evaluate its potential performance. The past performance of GQG’s personnel, the Fund or other funds or accounts managed by the Adviser are not necessarily indicative of the future results of the Fund or of an investment in the Fund. There can be no assurance that the Fund will achieve its investment objective.

Except as noted below, GQG AU’s employees, its related bodies corporate, directors and associates are not paid any commissions or additional remuneration for any general advice or other authorised financial service delivered to you. GQG AU employees are paid a salary and may receive bonuses (based on individual and company performance achievement objectives) and other benefits from time to time. These bonuses and benefits are at no additional cost to you.

GQG receives fees from Equity Trustees for acting as investment manager of the Funds. These fees are calculated as a percentage of the net asset value of the class of units invested in. The fees include amounts payable for administering the class and investing the assets of the class.

GQG AU receives remuneration from GQG in relation to its distribution and promotion activities. That remuneration is a percentage based margin calculated by reference to GQG AU’s costs.

You may request further details about the benefits that GQG, its related bodies corporate, directors and associates receive before GQG or GQG AU provides a service to you. To the extent relevant, this further information will include a statement of the range or amounts or rates of benefits received.

CONTACT DETAILS

GQG Partners (Australia) Pty Ltd and GQG Partners LLC
Level 15.03 Chifley Tower, 2 Chifley Square
Sydney NSW Australia, 2000
Phone: +61 2 7255 8313
Email: aus@gqgpartners.com
Website: www.gqgpartners.com

© 2023 GQG Partners LLC. All rights reserved. Data and content presented is as at 23 February 2023 and denominated in US dollars (US$), unless otherwise stated.