Simplicity has never been more valuable.
It’s what we love about Franchise Partners. Their formula requires hard work and expertise, but it is clear and has proven successful. They seek:
quality over quantity; only around 30 dominant global corporations
businesses with hard to replicate, intangible assets that create wealth over time
companies that sell the products and services that consumers treasure
Franchise Partners invests in some of the world’s most enduring success stories. It’s as simple as that.
Get access to a collection of some of the world's most successful companies, connecting you to the unique products and experiences that generations of consumers treasure.
The world of investing is often detached from daily life – not so with Franchise Partners. Knowingly or not, you are likely to interact with many of the companies in the portfolio every single day.
Examples of stocks held by the IFP Global Franchise Fund*:
Nestlé - Food and drink products
Estée Lauder Cosmetics - Make-up, skincare and fragrances
Richemont - Luxury goods and jewellery
Johnson & Johnson - Pharmaceutical and self-care products
Nintendo - Video games and consoles
*Held by the IFP Global Franchise Fund as at 31 December 2023. Nothing in this communication constitutes a recommendation to buy, sell or hold any particular security or instrument.
Selecting their pick of the very best, Franchise Partners invests in only around 30 dominant companies. They get to know them intimately.
Franchise Partners seeks great businesses built around a dominant intangible asset that is hard to create and difficult to replicate. Businesses that have products and services with high and repeatable consumer demand, and that have withstood competitive pressures over time.
From a universe of over 10,000 listed companies around the world, Franchise Partners finds that only about 180 meet their criteria. They can then closely monitor, get to know, and select the very few that ultimately make it into the portfolio.
This is consistent with their belief that only very few companies can sustainably deliver to investors superior rates of return over the long-term.
The companies they invest in are high quality, but Franchise Partners is equally focused on not overpaying for stock. They'll patiently wait for the right price.
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Target investors
The IFP Global Franchise Fund and IFP Global Franchise Fund II are designed for consumers who:
- are seeking capital growth and income distribution
- are intending to use the Fund as a core component, minor allocation or satellite allocation within a portfolio
- have a minimum investment timeframe of seven years
- have a high or very high risk/return profile for that portion of their investment portfolio, and
- require the ability to have access to capital within one week of request.
The Target Market Determination (TMD), available at macquarie.com/mam/tmd, includes a description of the class of consumers for whom the Fund is likely to be consistent with their objectives, financial situation and needs.
IFP Global Franchise Fund and IFP Global Franchise Fund II
All investments carry risk. Different investments carry different levels of risk, depending on the investment strategy and the underlying investments. Generally, the higher the potential return of an investment, the greater the risk (including the potential for loss and unit price variability over the short or long term). The risks of investing in this Fund include:
Investment risk: The Fund has exposure to share markets. The risk of an investment in the Fund is higher than an investment in a typical bank account or fixed income investment. Amounts distributed to unitholders may fluctuate, as may the Fund’s unit price, by material amounts over short periods.
Market risk: The investments that the Fund has exposure to are likely to have a broad correlation with share markets in general. Share markets can be volatile and have the potential to fall by large amounts over short periods of time. Poor performance or losses in domestic and/or global share markets are likely to negatively impact the overall performance of the Fund.
Concentration risk: The Fund may have exposure to a small number of key investments. This may result in the returns of the Fund being dependent on the returns of individual companies and industry sectors which may increase the volatility of the Fund’s unit price, and increase the risk of poor performance.
This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321), the issuer and responsible entity of the Fund(s) referred to above. This is general information only and does not take account of the investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in a Fund. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the Fund's product disclosure statement. The product disclosure statement is available on our website at macquarie.com/mam/pds or by contacting us on 1800 814 523. This information is intended for recipients in Australia only.