Greencape Broadcap Fund

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

Greencape Broadcap Fund Unit Price History

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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* (%)	2.56%	3.11%	5.01%	10.89%	8.32%	6.93%

^{Past performance is not a reliable indicator of future performance.

(*As at 31/01/2025)}

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