Ausbil 130/30 Focus Fund

The Fund is a concentrated equity fund which primarily invests in listed or expected to be listed Australian securities that are generally chosen from the S&P/ASX 200 Index. The Fund may also use short selling. The Fund may invest in companies listed overseas. The Fund may also invest in exchange traded derivatives and cash or cash equivalents.

Fund objective

The aim of the fund is to outperform the S&P/ASX 200 Accumulation Index over the long term by investing primarily in listed Australian securities (long and short) and international securities. There is no guarantee that this objective will be achieved.

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Latest Videos


19 Apr 2017

Ausbil talks 130/30 Focus Fund post reporting season

24 May 2017 - Ausbil Investment Management, Deputy Head of Equities, Gian Pandit, discusses market dynamics, the benefit of its short positions and overweight long positions in its 130/30 Focus Fund.


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 130/30 Focus Fund (ARSN 124 196 621) (Fund). References to Ausbil 130/30 Focus Fund or Fund are to the wholesale class (formerly known as the retail class) unit in the 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.

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