The Australian Emerging Leaders Fund is an actively managed Australian equity fund managed against a composite benchmark (consisting of 70% S&P/ASX Mid Cap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index). The Fund invests in a portfolio of small/mid capitalisation Australian shares, assessed by our investment team to provide the greatest opportunities of appreciation over the coming 12 months. The aim of the Fund is to outperform the benchmark over the medium to long 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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9 Oct 2018
09 Oct 2018 - Ausbil Australian Emerging Leaders Fund Portfolio Manager and Co-Head of Equities John Grace provides an overview of the portfolio, changes post reporting season and outlook for the second half.
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 Emerging Leaders Fund (ARSN 089 995 442) (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.
