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Australian share funds invest primarily in approved unit trust schemes that have exposure to a diversified portfolio of Australian shares or invest directly into a range of actively managed Australian shares listed on the ASX. These funds provide attractive investment opportunities for investors seeking medium to long term capital growth with income.
|Investment Options||Risk Level||Investment Objective||Investment Strategy|
|Australian Share Funds|
|Vanguard Australian Shares Index Fund||6 – High||The Vanguard Australian Shares Index Fund seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.||The fund provides low cost, broadly diversified exposure to Australian companies and property trusts listed on the Australian Securities Exchange. It also offers potential long-term capital growth along with dividend income and franking credits.|
|AB Managed Volatility Equities Fund||6 – High||The fund aims to achieve returns that exceed the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (TaxExempt) after fees over the medium to long term.||The fund implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high-quality listed equity securities that have reasonable valuations, high-quality cash flows and relatively stable share prices. This fund can invest up to 20% in international shares.|
|Bennelong Concentrated Australian Equities Fund||6 – High||The fund’s objective is to grow the value of investments over the long term via a combination of capital growth and income, by investing in a diversified portfolio of primarily Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 4% per annum after fees (measured on a rolling three year basis).||The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Index. The fund may invest in securities expected to be listed on the ASX. Derivative instruments may be used to replicate underlying positions on a temporary basis and hedge market and company specific risks.|
|Firetrail Australian High Conviction Fund||6 – High||The fund aims to outperform the ASX200 accumulation index over the medium to long term.||The fund provides exposure to a concentrated portfolio of approximately 25 Australian securities at any time. Only those securities that Firetrail’s investment team has the highest conviction to generate the greatest returns will be included in the portfolio. The process employs an unconstrained approach to fundamental research to identify companies Firetrail believes offer the most attractive forecast returns based on our medium-term view.|
|BetaShares Geared Australian Equity Fund (hedge fund)||7 – High||Provide investors with a simple way to obtain cost-effective geared exposure to the returns of the Australian share market.||The fund implements its strategy by combining application money from investors with borrowed funds, and investing the proceeds in a broadly diversified share portfolio generally consisting of approximately 200 of the largest equity securities on the ASX. The responsible entity anticipates that the gearing ratio will generally vary between 50-65% on any given day.|
|Fidelity Future Leaders Fund||6 – High||To achieve returns in excess of the S&P/ ASX Mid Small Index over the suggested minimum investment time period of five to seven years.||The fund provides investors with the potential for long-term capital growth by investing in a portfolio of listed mid- and small-cap Australian shares. It delivers significant diversification benefits by investing in 40 to 70 Australian companies. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.|
|Greencape Broadcap Fund||6 – High||The fund aims to outperform S&P/ASX 300 Accumulation Index over rolling three-year periods.||Greencape is an active, ‘bottom-up’ stock picker. Whilst Greencape does not target any specific investment style and will invest in stocks displaying ‘value’ and ‘growth’ characteristics, its focus on a company’s qualitative attributes will generally lead to ‘growth’ oriented portfolios. This is an outcome of its bottom-up process. As such, Greencape’s investment style may be classified as ‘growth at a reasonable price’.|
The fund invests in 25 to 70 companies applying a ‘best ideas mentality’. This means that significant positions may be taken irrespective of the size of the company. The fund can invest in Australian listed companies as well as up to 10% in stocks listed on any international stock exchange.
|6 – High||The fund aims to outperform the S&P/ASX 300 Accumulation Index after costs and over rolling five-year periods.||The fund provides a diversified portfolio of Australian stocks listed on the ASX that have strong Environmental, Social and Governance (ESG) characteristics and, where possible, contribute towards the advancement of the UN Sustainable Development Goals (SDG) agenda.The fund aims to be invested across different industries and sectors in order to meet the fund’s investment objectives in a risk-controlled manner. The fund will utilise Alphinity’s unique process of seeking sustainable, undervalued companies in or about to enter an earnings upgrade cycle.|