 | Greencape |
Investment objective
The Fund aims to outperform its benchmark over rolling three-year periods.
Factsheet not
yet available
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.
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 net management fee | 1.27% p.a. |
| Recommended minimum investment period | Five years |
Asset Allocation
| Min % | Max % | |
|---|---|---|
| Australian equities | 85 | 100 |
| Cash | 0 | 15 |
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