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February 2021 / VIDEO

ZOOM into a COVID recovery play

Key Insights

Sam Ruiz, Global Equity Portfolio Specialist, says he still sees opportunities in both the COVID winners and the recovery stocks. We're currently in an "in between" and investors need to prioritise balance in their portfolios. Although maintaining an inflation hedge in financials and property is good, there's still opportunity in businesses like Zoom.

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The Challenge of Low but Rising Rates
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RELATED FUND
AUT
APIR Code ETL0071AU
High conviction, global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics.

Class S PDS

Class I PDS

Fund Profile

Modern Slavery Statement
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Since
Inception
9.21%
Fund Size
(AUD)
$6.5b
RELATED FUND
AUT
APIR Code ETL0312AU
High-conviction, global equity portfolio targeting companies with above-average, sustainable growth characteristics. Currency hedged (to AUD) to reduce foreign currency-related fluctuations.

Class S PDS

Class I PDS

Fund Profile
View More...
Since
Inception
18.80%
Fund Size
(AUD)
$714.8m

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