Global Multi-Strategy Fund

Thematic-led global equities strategy

A multi-thematic portfolio reflecting the Victor Smorgon Group’s liquid investment framework.

Introduction

The Global Multi-Strategy Fund provides wholesale investors with access to the Victor Smorgon Group’s equities strategy – a thematic, contrarian approach refined over more than two decades of capital allocation experience.

Established as an extension of the Group’s internal investment framework, the Fund seeks to generate attractive absolute returns while actively managing risk across market cycles. Rather than anchoring to indices, the strategy allocates capital dynamically across long-term structural themes, positioning for macroeconomic shifts and asymmetric opportunities.

The Fund maintains exposure to multiple uncorrelated themes – including gold, decarbonisation, automation and capital markets – allowing for diversified participation in enduring global trends.

The Fund is currently soft-closed to new investors. Existing investors continue to receive monthly reporting and liquidity in accordance with the Fund’s terms. If you are an existing investor who would like to increase your investment, please contact investorrelations@vsg.com.au


Low correlation to broader market indices 

Annualised return since strategy inception

34.0%

Strategy inception

Jan 2019


Winner - Hedge Funds Rock Award “Best Multi-Strategy Fund” 2023 and 2024

 
 
 

Fund Manager

Peter Edwards  0 a Man with grey hair and brown eyes

Peter Edwards

Jospeh Sitch - a Man with curly hair and blue eyes smiling

Joseph Sitch

Fund Overview

Investment approach:
Thematic global equities strategy with dynamic allocation across structural trends.

Investment objective:
To deliver attractive risk-adjusted absolute returns over the medium to long term through active allocation across global thematic opportunities.

Strategy launch date:
Jan 2019

Minimum Investment:
$250,000

Structure:
Unregistered Australian wholesale unit trust

Trustee:
Como Services Pty Ltd (ACN 679 698 652 / AFSL: 562776)

Investment Manager:
Victor Smorgon Partners Pty Ltd (ACN 630 512 739 / CAR 1314940)

Investor eligibility:
Wholesale clients only

Base Currency:
AUD

Geographic focus:
Global

Typical exposures:
A diversified portfolio across multiple thematic allocations.

Typical position sizes:
Maximum 20% of portfolio at cost

Valuation Frequency:
Monthly

Applications:
Currently soft-closed

Redemptions
Monthly

Fees

Management Fee:
1.00% p.a. of NAV

Performance Fee (Direct investors):
20% above an 8% hurdle, subject to high water mark

Buy/Sell Spread:
30 bps

Full details are available in the Information Memorandum.

APIR

Direct Investor: GCL4545AU / Platform Class: GCL7504AU

Fund Performance

Past performance is not a reliable indicator of future performance.

*Fund performance is an estimate based on the inception unit class.
Net performance as at 30 April 2026.

Fund Reports & Documents

Monthly reports remain available despite the Fund being soft-closed.

 

The Fund is currently soft-closed to new investors.

Important Information

The Victor Smorgon Partners Global Multi‑Strategy Fund (Fund) is an unregistered Australian wholesale unit trust and is available only to wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth).

The offer of interests in the Fund is made pursuant to an Information Memorandum (IM) issued by Como Services Pty Ltd (ACN 679 698 652, AFSL: 562776) in its capacity as trustee of the Fund. Victor Smorgon Partners Pty Ltd (CAN 630 512 739, CAR No. 1314940), a corporate authorised representative of Como Services Pty Ltd, is the investment manager of the Fund.

The information contained on this website is general in nature only and has been prepared without taking into account your objectives, financial situation or needs. It does not constitute an offer, solicitation or recommendation to invest in the Fund and should not be relied upon as the sole basis for making an investment decision.

Prospective investors should consider the IM in its entirety and assess whether an investment in the Fund is appropriate in light of their objectives, financial situation and needs. Where appropriate, investors should seek professional advice from a licensed or authorised adviser.

Investment in the Fund is subject to risk. There is no guarantee that the Fund’s investment strategy or objectives will be achieved. Neither the trustee, the investment manager nor any related body corporate guarantees the repayment of capital, the performance of the Fund, or any particular rate of return.

Any performance information or statements regarding expected returns are provided for general information purposes only. Past performance is not a reliable indicator of future performance.

Contact us

For further information, monthly reports or investment enquiries:

Victor Smorgon Partners
Level 12, 644 Chapel Street
South Yarra VIC 3141