Ausbil ACTIVE EXTENSION Fund - RETAIL

The aim of the Fund is to outperform the S&P/ASX 200 Accumulation Index over the long term by investing in listed Australian equities (long and short).

The Fund invests in a portfolio of listed Australian equities (long and short) that are generally chosen from the S&P/ASX 300 Index.

The Fund will hold between 25-50 securities for its long exposure and a maximum of 25 securities for its short exposure. The Fund will target long positions of approximately 130% and short positions of approximately 30%. In aggregate, short positions may range between 0% to 50% and long positions may range between 100% to 150%. The target net long market exposure is expected to be approximately 100% and the maximum allowable exposure to cash is 20%.

 

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Standard & Poor's Rating on Active Extension Retail Fund

 

Ausbil Active Extension PDS (Retail Class)

 

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