Greencape-Capital

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.

Key Features

Key Features
APIR CodeOVS2419AU
Risk level6 – high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount
$500
Minimum balance$500
Total net management fee1.27% p.a.
Recommended minimum investment periodFive years

Asset Allocation

Min %Max %
Australian equities85100
Cash015

 

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