Includes large well-known Australian companies
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FOCUS SERIES
Our Australian Equities Portfolio includes large well-known Australian companies that we believe can deliver capital growth and a consistent dividend income to investors.
The portfolio provides investors with exposure to the largest 100 companies listed on the Australian Securities Exchange. It aims to achieve long-term capital growth, dividends and tax-effective income.
It suits investors seeking access to companies with strong earnings growth, pricing power and the likelihood of capital returns.
Includes large well-known Australian companies
| Investment Universe | Benchmark | Emphasis | Diversification | Strategy Inception | Management Fee |
|---|---|---|---|---|---|
| ASX-listed securities similar in size to those in the S&P/ASX 100 | S&P/ASX 100 Accumulation Index | Capital growth | 25-35 positions | 1 July 2019 | 0.75% |
ANZ Group, BHP, Charter Hall Group, Commonwealth Bank, CSL Ltd, Life 360, Newmont Corporation, Northern Star, ResMed CDI Inc, Westpac.
Portfolio Manager: Luke Durbin.
Chief Investment Officer: Peter Durbin.
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