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.

Fund Objective

The Fund aims to provide positive investment returns over the long term. There is no guarantee that this objective will be achieved.

Product Disclosure Statement

download PDS
download Target Market Determination

Reports

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
downloadNon-business days – Calendar Year
download Important update - New Bank Account details from 27 November 2023
+Update of information
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Quick Facts

Inception Date:
Entry Price:
Exit Price:
Currency: AUD
Fund Size: -
APIR Code: -
Bloomberg: AAP8211 AU Equity
mFund: AXW14

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Update of Information

Document Date Notes Size
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2021 Current Version 56 KB
download  Non-business days calendar 2022 24 Dec 2021 Current Version 91 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2022 Current Version 108 KB
download  Non-business days calendar 2023 31 Dec 2022 Current Version 40 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2023 Current Version 109 KB

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