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

36.5%

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:
Gannet Capital Pty Ltd (AFSL 340799) (ACN 139 264 690)

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 28 February 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 is an unregistered Australian wholesale unit trust.

This webpage has been prepared by Victor Smorgon Partners Pty Ltd. The trustee of the Fund is Gannet Capital Pty Ltd (AFSL 340799).

The information on this webpage is provided for general information purposes only and does not constitute an offer or recommendation to invest. Interests in the Fund are available only to wholesale clients as defined under the Corporations Act 2001 (Cth).

Potential investors should consider the Information Memorandum and seek professional advice before making an investment decision.

Investment in the Fund carries risks and the return of capital and performance of the Fund are not guaranteed by Victor Smorgon Partners, the Trustee or any related entity.

Contact us

For further information, monthly reports or investment enquiries:

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