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.
Firetrail Investments Pty Limited is a boutique investment management firm based in Sydney, Australia that specialises in high conviction investing. The firm was established in 2018 with the goal to align their people with their clients. Importantly, the firm is majority owned by the investment staff and the team is invested alongside clients in the investment strategies.
Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
|Risk level||6 – high|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total net management fee||1.27% p.a.|
|Recommended minimum investment period||Five years|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr|
|Net return* (%)||1.45%||12.40%||12.44%||3.17%|
Past performance is not a reliable indicator of future performance.
(*As at 31/12/2020)
|Min %||Max %|