The Borderless Equities Fund is a professionally structured wholesale investment vehicle designed to provide investors with long-term capital growth through a globally diversified portfolio of listed equities. The fund offers exposure to approximately 4,500 to 5,000 securities across major developed markets, including North America, Europe, and Asia-Pacific (ex-Australia). 

The fund blends global equity exposure with investments in high-growth industries such as technology and healthcare. It also deliberately allocates to companies demonstrating strong environmental, social, and governance (ESG) performance. While capital appreciation is the primary objective, the fund can also make periodic distributions from income and realised gains, providing flexibility for investors who prefer income-style benefits.

Historically, Australian investors have been underexposed to international markets, often

concentrating on local equities. Advances in technology, low-cost global index funds, and growing awareness of diversification benefits are gradually changing this trend.

The U.S. market, as the largest and most diversified globally, offers high growth potential in

technology, healthcare, and innovation. Global markets provide broader opportunities across

regions and sectors, while the Australian market remains smaller, concentrated, and sensitive to commodity prices and global trade. Exposure to both U.S. and global markets allows investors to achieve higher potential returns and better diversification while mitigating risks tied to any single economy.