The Fund aims to outperform its benchmark over rolling three-year periods.
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’.
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.
|Risk level||6 – high|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total net management fee||1.27% p.a.|
|Recommended minimum investment period||Five years|
|Min %||Max %|