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Wheelhouse launches global fund to retail market

Written by Anton Murray Consulting on . Posted in Funds Management News, News


Bennelong boutique Wheelhouse Investment Partners has launched its global equity income fund to the retail market. Wheelhouse Investment Partners, which was co-founded by former Wingate portfolio manager Alastair MacLeod, has launched its global equity income fund to retail investors. The fund’s underlying portfolio is based on Morningstar’s Developed Markets Ex Australia Wide Moat Index. It has been available to wholesale investors since Wheelhouse was launched by Bennelong Funds Management in May 2017.

Mr MacLeod said the fund has been set up to address the dual concerns of longevity risk and market risk. “Large investment losses, particularly in the five to 10 years immediately preceding and after retirement, can be devastating for retirees,” Mr MacLeod said. “This well-documented issue is known as sequencing risk.”

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