Swell Asset

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Bundall, Australia

swellasset.com.au
Financial Services

Swell Asset Reviews | Rating 3 out of 5 stars (5 reviews)

Swell Asset is rated 3 out of 5 in the category financial services. Read and write reviews about Swell Asset. Swell Asset Management is an Australian based value focused global fund manager investing in developed markets around the world. We target an absolute return of 9% per annum over rolling three year periods, and have exceeded this target since inception. We invest in exceptionally managed companies with clearly articulated strategies for creating value over the long term and sustainable competitive advantages that can be perpetuated through time. The Fund is managed in Australian dollars and is unhedged. Our investment portfolio includes brands and products that billions of people around the world use every day and is now available on the HUB24 platform with a minimum investment of $25,000. The Swell Global Fund has consistently outperformed the ASX All Ordinaries Accumulation Index and the MSCI World Net Total Return Index after all fees and expenses.

Address

Level 12, Corporate Centre One 2 Corporate Court

Company size

1-10 employees

Headquarters

Bundall, Queensland

Founded

2014

Open hours

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