The Australian Active Equity Fund is an actively managed core Australian equity fund benchmarked to the S&P/ASX 300 Accumulation Index.
The Fund invests in a broad portfolio of listed Australian shares, assessed by our investment team to provide the greatest opportunities of appreciation over the coming 12 months. The Fund is designed for investors who wish to benefit from the long-term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.
Fund objective
To achieve returns (before fees and taxes) in excess of the benchmark over the medium to long term with moderate tax effective income. There is no guarantee that this objective will be achieved.
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13 Oct 2017
13 Oct 2017 - Ausbil Executive Chairman and Head of Equities, Paul Xiradis, discusses the large cap segment of the market post reporting season and how the Ausbil Active Equity Fund is positioned.
17 Oct 2011
17 March 2011 - John Grace, Director of Equity at fund manager Ausbil Dexia talks about the reporting season, some of its biggest holdings and why the market will get back to 5,000 points and stay there.
17 Oct 2011
13 July 2010 – John Grace, Director of Equity at fund manager Ausbil Dexia talks about the market over the last 12 months, their performance, best picks and outlook for FY 10/ 11.
5 Nov 2009
11 November 2009 – John Grace, Director of Equity at fund manager Ausbil Dexia discusses valuations, sector rotation and the outlook for FY 10 & 11.
30 Jun 2009
30 June 2009 - Paul Xiradis, CEO and Head of Equities, at fund manager Ausbil Dexia shares his views on where the money will be made as the economy recovers.
Unless otherwise specified, any information contained in this publication is current as at the date of this report and is prepared by Ausbil Investment Management Limited (ABN 26 076 316 473 AFSL 229722) (Ausbil). Ausbil is the issuer of the Ausbil Australian Active Equity Fund (ARSN 089 996 127) (Fund). This report contains general information only and the information provided is factual only and does not constitute financial product advice. It does not take account of your individual objectives, financial situation or needs. Before acting on it, you should seek independent financial and tax advice about its appropriateness to your objectives, financial situation and needs. Securities and sectors mentioned in this monthly report are presented to illustrate companies and sectors in which the Fund has invested and should not be considered a recommendation to purchase, sell or hold any particular security. Holdings are subject to change daily. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. Unless otherwise stated, performance figures are calculated net of fees and assume distributions are reinvested. Due to rounding the figures in the holdings, breakdowns may not add up to 100%. No guarantee or warranty is made as to the accuracy, adequacy or reliability of any statements, estimates, opinions or other information contained herein (any of which may change without notice) and should not be relied upon as a representation express or implied as to any future or current matter. You should consider the Product Disclosure Statement which is available at www.ausbil.com.au and the target market determination which is available at https://www.ausbil.com.au/invest-with-us/design-and-distribution-obligations/fund-tmds before acquiring or investing in the fund.
