Australian Unit Trust (AUT)
Offering the AUT investment vehicle to wholesale clients in Australia
Global Growth Equities
A Distinctive Approach Designed to Capture Growth Early in its Cycle that Drives Alpha Through Stock Selection
Our global growth equity team constructs portfolios of diverse holdings by identifying and investing in companies demonstrating an accelerating and sustainable trend in earnings growth. We believe focusing on inflection points in companies’ fundamentals allows us to identify those in the beginning stages of their growth cycle. This, combined with detailed fundamental analysis and a strict buy/sell discipline, is designed to help us achieve our goal of excess returns over time.
American Century Global Small Cap Fund
Invests in companies with small market capitalizations in both developed and emerging market countries.
Differentiated Growth Philosophy.
Pursuing broad opportunity sets and persistent market inefficiencies, our approach seeks to achieve attractive long-term, risk-adjusted returns in a variety of market environments.
Alpha Through Stock Selection.
Our disciplined, fundamental research and rigorous stock selection is designed to deliver strong risk-adjusted returns, and consistent return profiles.
Focused, Experienced Team and Collaborative Culture.
Our global equity teams share a common growth philosophy which helps to improve collaboration, idea generation, research and decision making—in an effort to align with our clients' long-term interests.
Sustainability—It's In Our Genes®
Sustainability isn’t just something we practice; it is part of who we are as a company and as global citizens. With an ownership structure that directs over 40% of our profits to fund medical research, we attract employees motivated to make a difference and develop investment teams who make Environmental, Social, and Governance (ESG) criteria a fundamental part of their analysis.
A Profile of American Century in Australia
American Century has a presence in the Australian market since 2009 with an office in Sydney.
Currently managing assets on behalf of advisers, institutional, platform and wholesale clients across our leading capabilities.
Broad range of global capabilities across disciplines
Outstanding reputation and client service.
Global presence with local leadership.
Breakthrough Medical Research
Over 40% of Our Profits Contribute Every Year
Our corporate mission includes making an enduring, meaningful societal impact. Over 40% of our profits go to our controlling owner, the Stowers Institute for Medical Research, a world-class biomedical research organization dedicated to defeating life-threatening diseases.
Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 | AFSL 240975 is the Responsible Entity for the American Century Global Small Cap Fund (the Fund). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). The investment manager for the Fund is American Century Investment Management, Inc. (ACIM) which is exempt from holding an AFSL under the Corporations Act 2011 (Cth) (Australian Corporations Act) in respect of the financial services it provides to “wholesale clients” for the purposes of the Australian Corporations Act and does not hold such a license. ACIM is regulated by the Securities and Exchange Commission (SEC) (CRD#105778/SEC#:801-8174) under the United States laws which differ from Australian laws. ACIM relies on ASIC relief provided for under Class Order [CO 03/1100] for U.S. SEC-regulated financial services providers in relation to the provision of financial services to Australian clients. The distributor and client services provider for the Fund is American Century Investment Management (AU) Pty Limited (American Century). American Century is an affiliate of ACIM and holds an AFSL (No: 518417) to provide general financial product advice to wholesale clients and will distribute the Fund in Australia.
This material contained on this website is for information purposes only and should not be construed as an offer or solicitation or recommendation to buy or sell any financial products. The information is directed and available to residents of Australia only deemed to be Wholesale Clients under Section 761G of the Corporations Act of 2001.
This information is intended to be general in nature and is not personal financial product advice. Any advice contained in this document is general advice only and has been prepared without considering the investment objectives, financial situation or particular needs of any particular person. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your investment objectives, financial situation and needs. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither American Century, ACIM, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in the Fund.
The American Century Global Small Cap Fund’s Target Market Determination is available by accessing https://www.eqt.com.au/insto/. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.