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Advance Australian Shares Multi-Blend Fund - Wholesale Units

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100488-2024-01-12-02:18.pdf
FUND MANAGER Advance Asset Management
ASX Code
APIR ADV0045AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE The Fund is an actively managed multi-manager portfolio of predominantly Australian Shares.
INVESTMENT PROFILE The Fund aims to outperform the Benchmark (before fees and taxes) over periods of five years or longer.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-06-1998
BENCHMARK S&P/ASX 300 Accumulation Index
FUND SIZE S&P/ASX 300 Accumulation Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 0.75% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the Advance Australian Shares Multi-Blend Fund - Wholesale Units

The key benefits of the Fund are as follows:

  • Potential for long-term capital growth and enhanced performance through active management.    
  • A team of experienced and dedicated professionals actively looking after your investment.
  • Effective risk management through diversification, investment management selection and ongoing monitoring.
  • Access to specialist investment managers.
  • Access to information about your investment 24/7 on our secure client website at Investor Online enabling you to keep track of your investments.

 

Investor suitability

The Advance Australian Shares Multi-Blend Fund is ideal for investors seeking long-term capital growth from a diversified portfolio of Australian shares.
RISK LEVEL 6 -High
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

The Fund is an actively managed multi-manager portfolio of predominantly Australian Shares. The securities are managed by investment managers selected by Advance. You can find the latest information about the investment managers on advance.com.au/pds.

Investment objective

To provide investors with a total investment return (before fees and taxes) that outperforms the benchmark over periods of five years or longer.

Mandate

How we invest your money

The Fund provides exposure to a wide range of Australian shares listed (or expected to be listed) on the Australian Securities Exchange.

Asset Allocation

Equity - Australian Listed:  100%