Ausbil Australian Emerging Leaders Fund
|Dividend investing amid rising inflation|
|Portfolio Construction in a Rising Rate Environment|
About this Fund
|FUND MANAGER||Ausbil Investment Management Ltd|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Index.|
To achieve returns (before fees and taxes) in excess of the benchmark over the medium to long term. There is no guarantee that this objective will be achieved.
|BENCHMARK||70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index|
|FUND SIZE||70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index|
|NO. OF HOLDINGS||30-40|
Benefits of investing in the Ausbil Australian Emerging Leaders Fund
Investing in the Fund offers a range of benefits, including:
The Fund is designed for investors with at least a five year investment time horizon, 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.
|RISK LEVEL||Very High|
The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from the longterm capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.
About the Fund
The Fund provides exposure to an actively managed portfolio, predominantly made up of listed mid and small cap Australian equities.
Ausbil's active investment process aims to exploit the inefficiencies across the mid and small cap market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.
Key features of the strategy
How we invest your money
The Fund predominantly invests in a portfolio of listed mid and small cap Australian equities which are primarily chosen from the S&P/ASX 300 Index, but generally excludes securities from the S&P/ASX 50 Index.
The Fund will generally hold between 30 and 40 listed companies. In addition, it may invest in unlisted companies which are expected to be listed on any recognised exchange.
Although the Fund's Constitution permits the use of derivatives and borrowing cash, Ausbil does not intend to use derivatives or borrow cash on behalf of the Fund.
The Fund may move outside the ranges set out above, for example where a large application is received or due to market movements. Ausbil will seek to rebalance the Fund within the ranges in a reasonable period of time.