Ausbil Australian Concentrated Equity Fund
The Fund provides exposure to an actively managed concentrated portfolio, predominantly made up of listed Australian equities, which are primarily chosen from S&P/ASX 300 Index.
Ausbil believes that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focusing only on growth or value investing, Ausbil’s investment processes allow it to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions. Ausbil’s active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.
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.
Fund Objective
The Fund aims to achieve returns (before fees and taxes) in excess of the S&P/ASX 300 Accumulation Index over the medium to long term with moderate tax effective income. There is no guarantee that this objective will be achieved.
Product Disclosure Statement
Reports
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Fact Sheet |
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Monthly Performance Report
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Quarterly Report
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Documents and updates
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