Talaria Capital added to CFS platform


MEDIA RELEASE: Talaria Capital‘s award-winning Global Equity Fund has been added to the Colonial First State (CFS) FirstChoice platform.

Talaria’s CEO Jamie Mead said the CFS mandate is another important milestone in the growth of the Talaria business, creating more avenues for investors to benefit from the Fund’s diversified and alternative approach to global equity investing.

“Talaria’s bottom-up research focus, combined with our 16-plus year track record of delivering consistent income with relatively low market risk, and low volatility has never been more important for investors as they try to navigate through the current market uncertainty,” Mr Mead said.

While the Fund’s income has always been a consistent and differentiated source of returns, its diversified portfolio and unique process has seen it outperform the MSCI World (ex-Aust) benchmark by over 13 per cent so far in 2022, placing it in the top three global equity funds for performance over the last 12 months*.

The addition of Talaria is part of a number of changes and enhancements to the FirstChoice investment options menu and means Talaria is available on all major wholesale investments platforms as well has being listed as an active ETF on Cboe exchange with the ticker codes: TLRA and TLRH.

The Talaria Fund is available via several investment options including FirstChoice Wholesale Investments, FirstChoice Wholesale Personal Super, FirstChoice Wholesale Pension and FirstChoice Pension.

About Talaria Capital

Talaria Capital is a boutique Australian fund manager with an alternative, income-focused approach to global equities. Through our unique and structurally lower risk investment approach combining both capital growth and income generation, Talaria’s global equity funds deliver strong, consistent returns that enable Australian investors to grow their net wealth over time.

Talaria’s investment team applies disciplined, bottom-up research to identify large cap, profitable companies with strong fundamentals. Managed by a team with 120+ years of investment experience.

*Versus benchmark performance to 30 April 2022. Performance versus Australian present Global Equity peer universe to 19 May 2022. Source: Morningstar.

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