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Ausbil Funds

Ausbil Australian Active Equity Fund

The Fund is an actively managed core Australian equity fund benchmarked to the S&P/ASX 300 Accumulation Index. The Fund invests in a broad portfolio of listed Australian shares, assessed by our investment team to provide the greatest opportunities of appreciation over the coming 12 months. The Fund is designed for investors who wish to benefit from the long-term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

Ausbil Australian Emerging Leaders Fund

The Fund is an actively managed Australian equity fund managed against a composite benchmark (consisting of 70% S&P/ASX Mid Cap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index). The Fund invests in a portfolio of small/mid capitalisation Australian shares, assessed by our investment team to provide the greatest opportunities of appreciation over the coming 12 months. The aim of the Fund is to outperfom the benchmark over the medium to long term.

Ausbil MicroCap Fund

The Fund predominantly invests in a portfolio of listed small and microcap Australian equities which are primarily chosen from outside the S&P/ASX 200 Index constituents. The Fund is designed for investors who wish to benefit from the long-term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

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.

Ausbil Balanced Fund

The Fund is an actively managed diversified fund investing across the spectrum of asset classes, including Australian and international shares, fixed interest, property and cash assets. The aim of the Fund is to provide capital growth over the medium to long term whilst at the same time provide moderate income.

Ausbil Long Short Focus Fund

The Fund utilises top down macro analysis, combined with bottom up stock analysis and a disciplined risk management process, with the aim of producing consistent and risk controlled investment returns. The Fund aims to benefit from the volatility within global financial markets by employing a long/short approach to equity markets with a focus on generating positive returns in both rising and falling markets over the long term. The Fund aims to achieve this by investing in high quality companies which are expected to have sustainable earnings and cash flows, and to short sell equities which have declining earnings/cashflows.

Ausbil Australian Geared Equity Fund

The 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.

Ausbil Australian Concentrated Equity Fund

The Fund provides exposure to an actively managed concentrated portfolio, predominantly made up of listed Australian equities. The Fund predominantly invests in a portfolio of listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 Index.

Ausbil Active Sustainable Equity Fund

The Fund provides exposure to an actively managed portfolio, predominantly made up of listed Australian equities, primarily selected from the S&P/ASX 200 Index, which meet Ausbil’s sustainability approach to investing. Please read the Product Disclosure Statement, Additional Information Guide and Controversial Activity Exclusion Policy for further information.

Ausbil Active Dividend Income Fund

The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from a consistent income stream with franking credits, that grows with inflation over time, which is available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

Ausbil Australian SmallCap Fund

The Fund predominantly invests in a portfolio of listed small cap Australian equities which are primarily chosen from the S&P/ASX Small Ordinaries Accumulation Index.The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from the long term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

Ausbil Global SmallCap Fund

The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from the long term capital gains available from global small cap equity investments and who are comfortable with fluctuations in capital value in the short to medium term.

Ausbil Global Essential Infrastructure Fund

The Fund aims to exploit the inefficiencies within the global listed infrastructure universe by using both qualitative and quantitative analysis and tools, alongside a disciplined risk management process, with the aim of producing consistent and risk controlled outperformance.  The Fund also has a sustainable approach to investing and you can read further information in the Product Disclosure Statement, Additional Information Guide and Controversial Activity Exclusion Policy for further information.

Ausbil Global Resources Fund

The Fund utilises both top down commodity and macro analysis, combined with bottom up stock analysis and a disciplined risk management process, with the aim of producing consistent and risk controlled outperformance through the economic cycle. The Fund aims to provide positive absolute investment returns over the long run by employing a long/short approach to global natural resources equity markets in order to generate positive returns in both rising and falling commodity markets.

Candriam Sustainable Global Equity Fund

The Fund provides an exposure to an actively managed portfolio predominantly made up of listed global equities as selected by Candriam in accordance with its investment process. Candriam’s investment process combines company level research with top down sectoral analysis to select stocks demonstrating good  Environmental, Social and Governance (ESG) characteristics, according to Candriam’s ESG framework. Please read the Product Disclosure Statement, Additional Information Guide and Controversial Activity Exclusion Policy for further information.

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