Ratings
& Platforms

Platform Availability

The Fairlight Global Small & Mid Cap Fund is available for investment across the below list of platforms.

Please note: Fees and minimum investment requirements may vary between platforms. If the Fund is not available on your preferred platform, please contact us.

  • Asgard
  • Aegis  New Zealand
  • AMP  North
  • BT Wrap
  • BT Panorama
  • Colonial First Wrap
  • Craigs  NZ
  • FNZ
  • Hub24
  • Mason Stevens
  • MLC Wrap  (2011)
  • Navigator  (MLC)
  • Netwealth
  • PowerWrap
  • Praemium
  • WealthO2  / uXchange
  • Xplore  Wealth / Linear

Platform

Unhedged

Hedged

Asgard

Aegis  New Zealand

AMP  North

BT Wrap

BT Panorama

Colonial First Wrap

Craigs  NZ

FNZ

Hub24

Mason Stevens

MLC Wrap  (2011)

Navigator  (MLC)

Netwealth

PowerWrap

Praemium

WealthO2  / uXchange

Xplore  Wealth / Linear

A Historical
Perspective

"Investing offshore provides a risk mitigation benefit as a result of owning companies denominated in foreign currency. In the event of economic or financial market downturns that aren’t idiosyncratic to a particular country, the Australian dollar has a tendency to depreciate relative to a basket of developed market currencies. This depreciation provides a partial hedge to a falling portfolio value at a time when it is most valuable. Figure 21 highlights the historical inverse correlation between the USD and the S&P 500 over the past twenty years.

The ultimate barometer of the risk characteristics of an asset class was the realised performance during the 2008 financial crisis. During this difficult period, global SMID exhibited better risk control for unhedged Australian investors than both Australian large cap and Australian small cap equities (see Figure 22). This relative defensiveness comes from the tendency of the Australian dollar to depreciate relative to other developed world currencies in periods of economic stress, providing a buffer to unhedged AUD returns."

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