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

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.

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
Net return* (%) -1.63% -0.34% -3.55% -0.64% N/A

Past performance is not a reliable indicator of future performance.
(*As at 31/05/2022)

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

Asset Allocation

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

 

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

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

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