A Channel Capital Strategic Partner
Adaptive Global Growth
Investing Built for Change
We partner with NZS Capital, a Denver-based, 100% employee-owned global equity manager. At the heart of NZS Capital’s approach is a deep appreciation for complexity — recognising that adaptive systems and innovative companies thrive amid change.
They believe that companies generating value throughout their ecosystem are likely to be more enduring and less prone to disruption, which aligns with our core belief in creating differentiated, long-term returns for our partners and their clients.
Investment Strategy
The NZS Global Growth Trust provides actively managed exposure to global growth companies through a resilient and diversified portfolio. NZS Capital sees the economy and markets as unpredictable, like living systems. They focus on investing in companies that are flexible, innovative, and built to grow steadily over the long term.
Diversified, Actively Managed Portfolio
Combines 40-60 carefully selected securities across sectors, themes, and geographies, reducing reliance on any single market or company.
Balanced Risk & Opportunity
The portfolio blends positions in adaptable, low-disruption companies with high-upside opportunities to manage uncertainty while capturing growth.
Global Growth, Long Term Focus
The Fund aims to compound capital over a multi-year period through investments in global equity securities that may provide attractive long-term returns.
Creating Value Beyond Stock Selection
NZS Capital’s complexity-based philosophy, employee-owned structure, and disciplined portfolio construction deliver value well beyond stock selection.
Fund Overview
Investment Objective
The Fund aims to outperform the MSCI All Countries World Index Net Dividends Reinvested expressed in AUD (after management fees and costs).
Investment Philosophy
The investment team structure is built on intellectual honesty and intentionally employs a flat structure that aims to root out bias. NZS Capital believes that a stock that is thoroughly researched, intensely debated and properly weighted in a portfolio can lead to better risk/return trade-offs for clients.
NZS Investment Team*
Jon Bathgate
Joe Furmanski
Brinton Johns
Brett Larson
Brad Slingerlend
*CIML has appointed NZS Capital, LLC as the investment manager of the Fund.
Key Facts
Fund Name:
NZS Global Growth Trust Class B
APIR:
CHN3393AU
Inception date:
28 October 2025
Benchmark:
MSCI All Countries World Index Net Dividends Reinvested expressed in AUD
Responsible Entity:
Channel Investment Management Limited ACN 163 234 240 AFSL 439007
Fund Investment Manager:
NZS Capital, LLC
Fund Base Currency:
AUD
Currency Hedging:
Unhedged
Minimum Initial Investment:
A$100,000 or lower at the discretion of the RE
Management Fee:
0.95% p.a. of the NAV of the Fund
Performance Fee:
Nil
Distributions:
Annually
Unit Pricing:
Daily
Buy / Sell Spread:
0.08% of the application amount on application, and 0.08% of the withdrawal amount
Fund Highlights
The Fund provides Australian investors with actively managed exposure to securities of global growth companies.
An adaptable, growth-oriented portfolio constructed to thrive in uncertain markets and create positive non-zero-sum (win-win) outcomes for both the company and its clients.
A framework that aims to balance durability (Resilient holdings) with growth symmetry (Optionality investments).
The Fund is intended to be suitable for investors looking to gain exposure to a diversified portfolio of listed global innovative companies.
The investment manager maintains deep alignment and integrity via an employee-led, philosophy-driven investment approach.
How to Access the Fund
Direct Wholesale Investors
To invest directly, please review the PDS and TMD and complete the Application Form.
Platform Access
The Fund will be available on platform service providers shortly.
Learn More About NZS Capital
This information has been prepared for use only by wholesale clients and professional investors (as defined under the Corporations Act 2001 (Cth)).
Channel Investment Management Limited ACN 63 234 240 AFSL 439007 (‘CIML’) is the responsible entity for the NZS Global Growth Trust ARSN 691 841 335 (‘Fund’). Continental Funds Group Pty Ltd ACN 688 643 245 AR No. 1317974 (‘CFG’) is the distributor of the Fund and is an authorised representative of CIML. Neither CIML, the Underlying Fund, NZS, CFG, their affiliates, officers, or employees make any representations or warranties, express or implied as to the accuracy, reliability or completeness of the information contained in this presentation and nothing contained in this presentation is or shall be relied upon as a promise or representation, whether as to the past or the future.
Past performance is not indicative of future performance. This information is given in summary form and does not purport to be complete. This information should not be considered advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling units in the fund and does not take into account an investor’s particular investment objectives, financial situation or needs. Before acting on any information, investors should consider the appropriateness of the information having regard to these matters, any relevant Product Disclosure Statement (PDS) and in particular, they should seek independent financial advice. Any interests expressed is taken as an indicative intention only and is not binding on the investor or CIML.
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