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Truly Contrarian.

Welcome to Contrarius. For more than 15 years we have been successfully applying our contrarian investment approach on behalf of our investors. Our distinctive approach means our funds often look meaningfully different from the broader market and from those of our peers.

Learn more about who we are, our approach, our long-term performance, and how the Contrarius Funds may complement your investment portfolio.

Who We Are

Established in 2008, we are an independent global investment management group with entities that have offices in Jersey, Bermuda, the United Kingdom, South Africa, and Australia.

At Contrarius, our objective is simple, to create long-term wealth for investors in our funds through superior long-term performance.

We are focused on and aligned with client outcomes, driven by performance, and committed to the long-term.

Our Approach

Our investment philosophy is contrarian, valuation-based, fundamental, and long-term.

Guided by this philosophy our team uncovers opportunities that are often overlooked or have fallen out of favour with other investors. We construct our portfolios based on our assessment of a security's attractiveness relative to its intrinsic value, without consideration of the benchmark.

As a result, our Funds look considerably different from their benchmarks and those of our peers.

Our Funds

Global Funds

The Contrarius Global Funds offer access to actively managed portfolios comprising selected global assets applying Contrarius' valuation-based, contrarian investment philosophy. Contrarius Investment Management Limited are the appointed investment manager to the Contrarius Global Funds.

Fund Name Summary Fact Sheet
Contrarius Global Equity Fund Aims to earn a higher Total Rate of Return than the average of the world's equity markets, as represented by the MSCI World Index (including income). It aims to do so without greater risk of loss, over the long term. Fund Information
Contrarius Global Balanced Fund Aims to achieve long term returns that are higher than its benchmark. In doing so, it aims to balance capital growth, income generation and risk of loss, using a mix of global assets. Fund Information

Contrarius Australia is the distributor of the Contrarius Global Funds in Australia.

Australia Funds

Fund Name Summary Fact Sheet
Contrarius Australia Equity Fund Aims to achieve long term returns that are higher than the S&P/ASX 300 Accumulation Index by investing in selected Australian shares using Contrarius' valuation-based, contrarian investment philosophy. Fund Information
Contrarius Australia Balanced Fund Aims to achieve long term returns higher than the Benchmark. In doing so, it aims to balance capital growth, income generation and risk of loss, by investing in selected Australian and global assets using Contrarius' valuation-based, contrarian investment philosophy. Fund Information

Lonsec Ratings

We're proud to have the Contrarius Global Funds rated by Lonsec Investment Research.

Contrarius Global Equity Fund (Australia Registered)
Retail Class

Disclaimer

Contrarius Global Balanced Fund (Australia Registered)
Retail Class

Disclaimer

Visit lonsec.com.au for ratings information and to access the full reports.

How to invest

Contact us

Invest directly or access the Contrarius Funds via LISP platforms.

Contact us if you have any questions, or would like more information.


This website has been prepared by Contrarius Investment Advisory Pty Limited (ABN 48 618 145 449, AFSL 506315) ("Contrarius Australia") to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Contrarius Australia, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should read and understand the Fund's Product Disclosure Statement and Target Market Determination before making a decision about whether to invest in this product.

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Contrarius Global Equity Fund (Australia Registered) (ARSN 625 826 075), Contrarius Global Balanced Fund (Australia Registered) (ARSN 664 222 646) (together, the "Contrarius Global Funds"), and Contrarius Australia Equity Fund (ARSN 664 226 331), and Contrarius Australia Balanced Fund (ARSN 664 226 331) (together, the "Contrarius Australia Funds"). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Equity Trustees has appointed Contrarius Investment Management Limited, a company incorporated in Jersey with registered number 100697, regulated by the Jersey Financial Services Commission, registration number FSB 1906, to invest and manage the assets of the Contrarius Global Funds. Equity Trustees has appointed Contrarius Australia, an Australian incorporated company, to invest and manage the assets of the Contrarius Australia Funds.