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MCGGMunro / GSFM · Equity - Global Strategy · Equity · Global ex-Australia · Active

Munro Concentrated Global Growth Active ETF

Fee p.a.
0.70%
ASX report
Fund size
A$132m
12m flow A$90m
Yield
11.1%
1 payments / yr
Volatility 3y
24.6%
annualised
Max DD 3y
−21.5%
all-time −21.5%
Listed
2022
16 Feb 2022 · spread 0.30%

Growth of $10,000

Since listing, distributions reinvested
$8k$10k$12k$14k$16k$18k$20k$22k$24k$26k20222023202420252026
$10,000 at listing$20,110 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−5.5%
−10.8%
3 months
−10.4%
6 months
5.2%
Year to date
−0.3%
1 year
2.6%
3.3%
3 years p.a.
21.6%
25.7%
5 years p.a.
10 years p.a.
Since listing p.a.
16.2%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.72Vol 1y 22.0%Vol 5y 21.3%Max DD 1y −21.5%Max DD 5y −21.5%Best year 51.9%100% positive years

Calendar-year returns

2023
24.9%
2024
51.9%
2025
16.5%
2026
−0.3%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Munro Climate Change Leaders Fund Active ETF
0.90%
0.87
Loftus Peak Global Disruption Active ETF
1.20%
0.74
Alphinity Global Equity Fund - Active ETF
0.75%
0.70
Munro Global Growth Fund Complex ETF
1.35%
0.70
Betashares NASDAQ 100 ETF
0.48%
0.60
Hyperion Global Growth Companies Fund - Active ETF
0.70%
0.59
Ellerston Asia Growth Fund Complex ETF
0.75%
0.57
Vanguard Ethically Conscious International Shares Index ETF
0.18%
0.57
Global X US 100 ETF
0.18%
0.57
iShares Core MSCI World ex Australia ESG ETF
0.09%
0.56
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