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.

Product Disclosure Statement

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Documents and updates

downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
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Quick Facts

Inception Date:
Entry Price:
Exit Price:
Currency: AUD
Fund Size: -
APIR Code: -
Bloomberg: AUSEXTR AU Equity
mFund: AXW05

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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
download  Important Notice to Investors 22 Feb 2018 Current Version 79KB
download  Important Notice to Investors 1 March 2018 Current Version 62KB
download  Details of the Funds' Administrator 19 Mar 2018 Current Version 38 KB
download  Funds' Management Costs & Other Transaction Costs 28 Sep 2018 Current Version 35 KB
download  Funds' Management Costs & Other Transaction Costs 2 Sep 2019 Current Version 38 KB
download  Funds' Management Costs & Other Transaction Costs 3 Sep 2020 Current Version 38 KB

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