Summary

MCGG is quoted on the ASX as an actively managed ETF. It invests in, and therefore tracks the performance of the Munro Concentrated Global Growth Fund. Investment returns first. MCGG.ASX aims to take the traditional but more volatile investment path by being full invested in the market across 20 to 40 long positions.

Key facts

Investment

Global growth equities

Strategy

Long only, relative returns

Fund type

ASX quoted

Underlying Fund

Munro Concentrated Global Growth Fund

Number of positions

20-40

Fund inception

3 February 2022

Minimum suggested investment period

5 - 7 years

Pricing

Intraday via iNAV

Distributions

Annual

Suitability

The Fund is designed to maximise long term capital appreciation primarily through exposure to a concentrated portfolio of growth-oriented equities issued by companies located anywhere in the world, except Australia.

Live pricing – as a traded security, MCGG enables you to enter and exit your investment around iNAV on the ASX during trading hours. No minimum investment and no requirement for an application form.

You may consider this fund if you are looking for capital growth, intend to invest in global growth equities for at least 5-7 years, accessing  leading-edge companies at the forefront of structural change and wish to remain fully invested (less than 10% cash) and are therefore less concerned by short term market volatility.

This Fund is not suitable for those investors with a short investment time horizon (less than 5 years), seeking regular income or does not have a high / very high tolerance for risk given full exposure to equities.

TOP 5 HOLDINGS
As of 30 June 2022
As of 30 June 2022

Microsoft (US)

7.4%

Visa (US)

6.0%

Danaher (US)

6.0%

Amazon (US)

5.5%

Unitedhealth (US)

5.3%

Full portfolio (lag)

RegionAL Exposure
As of 30 June 2022

United States

81%

Europe

17%

Cash

2%

Performance
Unit pricing
No items found.