The Third Link Growth Fund (the Fund) has appointed Eley Griffiths Group (EGG) and its Mid Cap Australian Equities Fund to its prestigious lineup of pro bono underlying fund investment managers. This fund of fund partnership aims to enhance the Fund’s diverse portfolio while furthering its mission to deliver strong investment returns alongside delivering meaningful contributions to the community.
Eley Griffiths Group, a leading asset manager in the Australian equities space, will add its expertise to Third Link’s unique model that rebates all management and performance fees, redirecting them to nominated charitable causes. Since its inception in 2008, this approach has achieved impressive investment outcomes for investors while generating over $22 million in donations to Australian charities.
“The benefit of partnering with experienced active managers like Eley Griffiths Group is their ability to identify and capitalise on market opportunities in real-time. This Mid Cap Australian Equities Fund is an excellent addition to our portfolio, diversifying our current investment allocation across Australian equities. The pro bono contributions from fund managers like EGG enable us to deliver strong investment outcomes while supporting Australian charities—a dual mandate that defines Third Link,” Chris Cuffe, Founder and Portfolio Manager of Third Link Growth Fund, noted.
David Allingham, Portfolio Manager at Eley Griffiths Group added, “We are delighted to be associated with the Third Link Growth Fund and contribute to its mission of blending investment success with community impact. With over two decades of experience managing Australian equities at EGG, I look forward to bringing our small-mid cap Australian equities expertise to the fund and delivering value to both investors and charities.”
Launched in November 2023, the Eley Griffiths Group Mid Cap Fund, will typically invest in a portfolio of 25–45 stocks that sit outside the S&P/ASX50 Index. EGG employ a flexible and dynamic investment approach, unconstrained by traditional growth or value styles, with a proprietary score-based system to assess companies. This includes criteria such as management quality, industry structure, growth potential, and valuation relative to the market.
As at 30 November 2024, the Eley Griffiths Group Mid Cap Fund has delivered an impressive return of 28.03% for the past 12 months[1].
For more information about the Third Link Growth Fund and its ongoing performance, please visit www.thirdlink.com.au.
[1] Eley Griffiths Group Mid Cap Fund Inception date 13 November 2023
About Third Link Growth Fund
The Third Link Growth Fund is an Australian investment fund that aims to achieve long-term capital growth by investing with several underlying Australian investment fund managers. Since its inception in 2008, the Fund has consistently delivered strong returns while supporting charitable initiatives, donating over $22 million to various charities through a model where all net proceeds are donated. The Fund employs an active multi-manager approach, with underlying managers rebating all fees, effectively providing their services without charge.
Investors can choose to invest directly via our Application Form on the website or via BT Panorama or Netwealth platforms.
More: www.thirdlink.com.au
Important Information: This information has been issued by Third Link Investment Managers Pty Ltd (Third Link), ABN 31 128 965 702, AFSL 321611 as investment manager of the Third Link Growth Fund (Fund). This information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in the Fund. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. There can be no assurance that the Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in the Fund. All investments carry risks. Past fund performance is not indicative of future performance. Fundhost Ltd ABN 69 092 517 087, AFSL No. 233045 is the Responsible Entity for the Fund. Applications can only be made on the application form dated 30 June 2022 accompanying the Fund Product Disclosure Statement (PDS) dated 30 June 2022. Potential investors should consider the PDS and the Additional Information to the PDS (AIB) before deciding whether to invest, or continue to invest in the Fund. The PDS and AIB can be obtained from www.thirdlink.com.au or by contacting Third Link. The TMD can be found at fundhost.com.au/fund/the-third-link-growth-fund/Please read the PDS.
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Eley Griffiths Group Mid Cap Fund. 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 nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
