Articles

Video and Presentation Quarterly Update September 2018

Munro Partners’ present the Munro Global Growth Fund quarterly update for September 2018.

The videos and presentation include the performance of the Munro Global Growth Fund and a closer look at a key investment idea for 2018 “Innovative Health”, specifically Illumina.

Alternatively, if you’d prefer to read the Munro Global Growth Fund quarterly presentation for September 2018 or don’t have the time for the videos, please see the presentations (Performance or Innovative Health).

 

Video 1: Munro Global Growth Fund September 2018 Performance (8 mins) (Nick Griffin)

Munro Partners’ Chief Investment Officer, Nick Griffin, provides details of the Munro Global Growth Fund’s performance for the September 2018 quarter.

Garner some insight into how the Munro Global Growth Fund generated its 5.6% quarterly performance, its relative exposure levels, market outlook and key attribution statistics for the quarter.

Video 2: Investment Theme: “Innovative Health” – Illumina (4 mins) (Jeremy Gibson)

Munro Partners’ Portfolio Manager, Jeremy Gibson, provides insight into an Area of Interest for the Munro Global Growth Fund, Innovative Health.

Jeremy further delves into the investment case for US based stock Illumina, the market leader in Next Generation Sequencing (NGS), utilising Munro Partners’ proprietary investment process.

 

 

Disclaimer: The information contained in this presentation is general in nature and should not be relied upon. Before making any investment or planning decisions, you should consult a licensed professional who can advise you whether your decision is appropriate for you. While this information is provided in good faith and is derived from sources believed to be accurate and reliable at the time of publication, Munro makes no warranty as to the accuracy or reliability of the information. Grant Samuel Fund Services Limited (ABN 48 129 256 104, AFSL 321517) is the product issuer of the Munro Global Growth Fund (ARSN 612 854 547), inception date 1 August 2016, the Product Disclosure Statement (PDS) dated 1 March 2018 is available at www.munropartners.com.au/access/. For Australian and New Zealand investors only.

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave