Ausbil 130/30 Focus Fund

The Fund is a concentrated equity fund which primarily invests in listed or expected to be listed Australian securities that are generally chosen from the S&P/ASX 200 Index. The Fund may also use short selling. The Fund may invest in companies listed overseas. The Fund may also invest in exchange traded derivatives and cash or cash equivalents.

Fund Objective

The aim of the fund is to outperform the S&P/ASX 200 Accumulation Index over the long term by investing primarily in listed Australian securities (long and short) and international securities. There is no guarantee that this objective will be achieved.

Change in name of Retail Class to Wholesale Class
On 25 September 2017, the Retail Class changed its name to the Wholesale Class. Any documentation issued before 25 September 2017 will state the old name of the class. If you have any questions regarding the Fund or the change in name, please call our client services team on 1800 287 245 during Sydney business hours.

Product Disclosure Statement

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download Fact Sheet
download Monthly Performance Report
download Quarterly Report
download ASIC Benchmark Report

Documents and updates

downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
+Update of information
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Quick Facts

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Currency: AUD
APIR Code: -
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Update of Information

Document Date Notes Size
download  Notice of Proposal – amend fund constitution for AMIT 28 March 2017 Current Version 79KB
download  Confirmation – amend fund constitution for AMIT 5 Jul 2017 Amendments 62KB
download  Change of name - Retail Class 25 Sep 2017 Current Version 62KB

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