The Fund's objective is to outperform the S&P/ASX 200 Accumulation Index by 4% p.a. (gross of fees) over a rolling five year period by investing in an actively managed and highly concentrated portfolio of Australian shares.

 

The Fund takes large positions in a concentrated portfolio of up to 30 companies. Generally 80% of this portfolio will be invested in companies we have identified as having the potential to offer significant long-term value; the remaining 20% is invested in shorter-term opportunities.