INVESTORS

JBS Investments offers a range of investment products with different characteristics to suit different investor needs

Available products

JBS Investments provides investors multiple ways of accessing our global investment expertise ranging from wholesale and retail Australian-registered managed funds, separately managed accounts as well as an ASX-quoted mFund.

JBS Investment International Advantage Fund

Open for investment: Yes

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Structure Australian open-ended unit trust

Fund Manager
: JBS Investments Australia Holding Pty Limited, ABN 30 146 553 648, holds Australian Financial Services Licence No 401 869.

A managed fund is an open-ended unit trust investment vehicle in which investors’ monies are pooled together in exchange for units in the managed fund. The value of an investor’s unit is derived from the fund’s net asset value, and will rise or fall with the underlying value of the fund’s portfolio of investments.

Strategy: investors in this Fund gain exposure to a carefully selected portfolio of companies across a range of markets and industry sectors. Portfolio is built stock-by-stock rather than by reference to an index. We seek to own whatever we perceive to be the best individual stock opportunities available to us.

Typical holdings:
between 12 to 30 positions

Applications Accepted throughout the month and processed at the end of the monthfor applications received up to three Business Days before the end of eachmonth. Any applications received after that time will be processed at the end of the following month.

Investment style Event driven value investing with a focus on individual stock picking without adhering to any standard industry benchmark.

Reporting Transaction confirmations, holding summaries, quarterly investment reportsand tax statements.



Unit pricing Unit Prices are calculated monthly.

Distributions Annually.

Offer documentation

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JBS Investment Partners Fund

Open for investment: By invitation

Strategic Global Fund

Open for investment: Yes
Investor type: retail

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Further information about this Fund may be found at the dedicated website:
(opens in new tab)

sgf.com.au

Separately Managed Accounts

Open for investment: Yes
Investor type:
suits larger investors seeking a segregated account with a bespoke mandate

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For further information please contact us:

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