asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: HM1
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
Hearts and Minds Investments Limited (HM1) is a listed investment company striving to deliver attractive equity investment returns for shareholders, while providing funding for Australian medical research. HM1 has a concentrated portfolio of long only positions in Australian and globally listed securities based on the highest conviction ideas from leading fund managers. The Company will forgo any investment fees and instead donate to leading Australian medical research institutes. A 1.5% donation based on the average monthly NTA will be paid to the designated charities. The Company aims to provide shareholders with a concentrated portfolio of high quality listed companies.
- HM1’s blend of manager investment philosophies and styles aims to minimise the portfolio’s investment bias, and despite the relatively small number of securities (25-35), the portfolio has diversified exposure across geographic regions and industry sectors.
- HM1 allocates 60% of the portfolio to its five Core Fund.
- The portfolio will also be unhedged for currency moves versus the Australian dollar and investors should be comfortable with such exposure given the large international equity exposure currently.