Brandes Global Value Fund

The Brandes Global Value Fund provides Australian institutional and wholesale investors access to Brandes’ disciplined value approach that emphasizes long-term total return.

As a Graham & Dodd value-oriented, global investment adviser, we apply fundamental analysis to bottom-up security selection. We believe that consistently buying businesses at discounts to conservative estimates of their intrinsic value has the potential to produce competitive long-term results. Our goal is to outperform relevant benchmarks over the full market cycle.

Investing in the Fund provides clients with the following significant features and benefits.

  • Access to a premiere value investor, Brandes Investment Partners;
  • Brandes’ over 50 years of experience navigating various global market conditions;
  • Potential for long-term outperformance driven by Brandes’ disciplined, bottom-up value investing approach; and
  • Opportunity for diversification, especially with Brandes’ ability and willingness to be different than the Benchmark.

Press Release

Brandes Global Value Fund is structured as a regulated unit trust. Equity Trustees Limited (“EQT”) is the Responsible Entity for the fund. More information about the fund, including the Product Disclosure Statement, can be found on EQT’s website using the link below:

Brandes Global Value Fund

Ratings

https://www.lonsec.com.au/logo-disclosure/

The rating published on 08/2025 for the Brandes Global Value Fund is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.