Claremont Global Fund (Hedged) Active ETF is an actively managed exchange traded managed fund that invests primarily in a concentrated portfolio of international equities. Its core purpose is to provide investors with attractive risk-adjusted returns that exceed its benchmark over rolling 5–7 year periods, with a target absolute return of 8–12% per annum, net of fees. The fund applies a disciplined, repeatable investment process focused on owning what it considers to be some of the world's highest-quality, value-generating businesses, typically holding no more than 15 stocks at a time. A distinguishing feature of this asset is its fully hedged approach, aiming to minimize the impact of foreign currency movements by using derivatives for currency hedging, with a minimum hedge ratio of 90% of the fund’s gross asset value. The investment strategy excludes highly cyclical sectors such as banks and resources, concentrating instead on companies with strong balance sheets, sustainable earnings growth, and high cash flow. Claremont Global Fund (Hedged) Active ETF gives Australian investors direct access to global markets while offering the flexibility and transparency of intraday trading and live pricing characteristic of listed ETFs and exchange traded managed funds.
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