Ausbil Australian Geared Equity Fund

The Australian Geared Equity Fund is an actively managed Fund that borrows to invest into a portfolio of listed Australian equities that are generally chosen from the S&P/ASX 300 Index. The Fund will be geared by borrowing from a third party lender to purchase Australian equities.

Fund Objective

The aim of the Fund is to achieve returns (before fees and taxes) in excess of the benchmark over the medium to long term. There is no guarantee that this objective will be achieved.

Gearing Risk

Gearing is the use of borrowings to invest. It increases and magnifies the volatility of investment gains or losses and reduces the security of capital invested. Geared investments may significantly underperform equivalent non-geared investments when the underlying assets experience negative returns. In extreme negative market conditions, all capital invested could be lost.

Product Disclosure Statement

download PDS
download Additional Information Guide

Reports

download Fact Sheet
download Monthly Performance Report
download Quarterly 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: -
Unit Price: -
Fund Size: -

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Portfolio Manager

Update of Information

Document Date Notes Size
download  Investor Letter 22 Dec 2016 Current Version 75KB
download  Details of the Funds' Administrator 19 Mar 2018 Current Version 38KB
download  Use of Derivatives 14 Apr 2018 Current Version 32KB

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