FORT LAUDERDALE, FLA. — GQG Partners has launched the GQG Partners Global Quality Dividend Income Fund in Australia for retail investors, securing an initial research rating of ‘Recommended’ from Zenith Investment Partner.

The Fund invests in high quality companies, located anywhere in the world, that GQG Partners believes can sustain long term earnings growth and are available at a reasonable price. It has a particular focus on long term capital appreciation and dividend income and is suited to investors with a five year plus time horizon. The objective of the Fund is to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the MSCI ACWI High Dividend Yield ex Tobacco AUD.

Rajiv Jain, Chairman and CIO of GQG Partners, says, “We look for companies with a strong financial position, capable managers, and promising growth opportunities, as we believe these businesses are most likely to enjoy sustained earnings growth over time. Our approach involves an in-depth analysis of company’s financial statements, economic health, competitors, and the markets that it serves.

“We believe our focus on quality companies positions us to manage downside risk during periods of market volatility.”

Laird Abernethy, GQG Partners Managing Director Australia and New Zealand, says the strategy has been designed to complement existing Australian income focused portfolios.

“We believe a global income strategy that’s derived from GQG Partners’ strong focus on quality will be an attractive option for Australian investors. Our aim with this strategy is to bring better downside protection and potential total return to existing income focused portfolios.”

In its report, Zenith said: “Zenith believes the team’s collective experience and unique structure is a key point of difference relative to peers. Overall, we view Jain as an impressive and insightful investor whose oversight is critical to the overall success of the Fund and the broader business.”

It also stated: “Although the strategy has a relatively limited track record, Zenith’s conviction in the Fund is underpinned by our high opinion of GQG’s key investment personnel, particularly Rajiv Jain, who has an impressive long-term investment track record within global equities. Zenith holds GQG’s investment capabilities in high regard and believes the Fund is well positioned to achieve its investment objectives over the long term.”

The minimum initial investment amount for the Fund is $25,000, and minimum additional investment are $5,000.

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 more than AU$125 billion in client assets as of August 31, 2022. For more information, please visit gqg.com.

MEDIA CONTACT

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

IMPORTANT INFORMATION:

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 website 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 using their contact details below.

CONTACT DETAILS:

GQG Partners (Australia) Pty Ltd and GQG Partners LLC
Level 14
88 Phillip Street
SYDNEY NSW 2000
Phone: +61 2 7255 8313
Email: aus@gqgpartners.com
Website: www.gqgpartners.com

DISCLAIMER:

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned September 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

© 2023 GQG Partners LLC. All rights reserved. Data and content presented is as of September 28, 2022 and denominated in US dollars (US$), unless otherwise stated.

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