Title

Helping people & communities enjoy a more certain financial future.

For over 16 years we have been doing just that. Delivering high levels of consistent income, lower market risk and greater certainty of returns through our unique and alternative approach to global equity investing.  

The Talaria Philosophy

Our Performance

Using multiple return sources to deliver superior risk-adjusted outcomes

The investment process behind the Talaria Global Equity Fund takes a high conviction, value biased approach to construct a portfolio of high quality, large cap companies from around the globe. Our unique investment methodology harnesses the benefits of consistent income generation and capital appreciation to grow investors’ real wealth. 

Source: Bloomberg, Talaria. Data at 30 April 2022. Talaria Global Equity Strategy Foundation Units (pre-fees). Assumes the reinvestment of distributions.

Wouldn’t having a little more certainty make a difference?

Our investment strategy seeks to increase the certainty of growing investors’ real wealth over time. We do this through our alternative approach to global equity investing that creates a:

  • Unique and structurally lower-risk investment approach that combines capital growth and income generation to deliver a more consistent return profile (smoothing)
  • A portfolio of up to 45 large globally listed companies
  • A 16+ year track record of delivering to these expectations managed by over 120 years of investment experience.
Our Outcomes

Our belief in discipline and process to balance both risk and reward means we achieve three key outcomes…

Consistent income

Can we write a tiny bit more to better match? Lose less when the market declines, allowing us to take greater advantage when it goes up.

Less market risk

We capture most of the market’s upside and less of the down to ensure we can take greater advantage of weaker conditions.

Lower volatility

Enjoy a smoother ride to the end result. We recognise the journey is as important as the destination, so less volatility is always better.

Our Funds

Learn about our award winning Global Equity Funds

Talaria Global Equity Fund (Managed Fund)

The investment process behind the Talaria Global Equity Fund (Managed Fund) takes a high conviction, value biased approach to construct a portfolio of high quality, large cap companies from around the globe.

Talaria Global Equity Fund Currency Hedged (Managed Fund)

A currency hedged version of our investment strategy that reduces exposure to foreign currency movements.

Talaria Global Equity Fund – Foundation Units

Talaria Global Equity Fund  – Foundation Units are now closed. New investors can invest via the Talaria Global Equity Fund (Managed Fund) and the Talaria Global Equity Fund – Currency Hedged (Managed Fund)

Awards & Ratings

Recommended by Australia’s most respected research and investment consultancies

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned (assigned November 24, 2021 for funds AUS0035AU and WFS0547AU) 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.
© 2018 FE Money Management. all rights reserved.The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FEMoney Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.
The rating issued 04/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.