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Greencape Broadcap Fund

Greencape-Capital

Investment objective

The Fund aims to outperform its benchmark over rolling three-year periods.

Investment strategy

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’.

Investment manager

Greencape Capital is a specialist Australian equities fund manager based in Melbourne, Australia. Greencape’s investment philosophy is grounded in the belief that markets are inefficient and that qualitative factors are generally under-appreciated in investment decisions. The investment team at Greencape is focused on, and committed to, delivering superior performance, directly aligning its interests with those of its investors.


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Unit price

Unit price

Greencape Broadcap Fund Unit Price History

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Sell
 

Past performance is not a reliable indicator of future performance. 

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

1 mth 3 mth 6 mth 1 yr 2 yrs 3 yrs
Net return* (%) -0.87% 1.85% 6.18% 17.93% 9.67% 5.05%

Past performance is not a reliable indicator of future performance.
(*As at 31/10/2024)

Key features

Key features
APIR Code OVS2419AU
Risk level 6 – high
Minimum initial investment $500
Regular investment plan Minimum monthly deposit of $100
Minimum switching amount
$500
Minimum balance $500
Total estimated fees and costs 0.97% p.a.
Recommended minimum investment period Five years

Target asset allocation

Asset class Min % Max %
Australian equities 85 100
Cash 0 15

 

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You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.