Flagship Investments Ltd
About this Fund
|FUND MANAGER||EC Pohl & Co|
|ASSET CLASS||LISTED INVESTMENT COMPANY|
|INVESTMENT STYLE||FSI provides investors with access to an expertly crafted quality portfolio of Australian growth companies.|
|INVESTMENT PROFILE||FSI aims to achieve growth in capital and income over the medium to long-term without resorting to gearing, whilst seeking to preserve and enhance the NTA per share after allowing for inflation.|
|BENCHMARK||Bloomberg Bank Bill Index|
|FUND SIZE||Bloomberg Bank Bill Index|
|NO. OF HOLDINGS||20+|
Benefits of investing in FSI
The benefits for investors in FSI include:
About the Fund
Flagship Investments Limited (FSI) is an investment company providing investors with access to an expertly crafted quality portfolio of Australian growth companies managed by EC Pohl & Co Pty Ltd. EC Pohl & Co has a strong funds management investment team renowned for its stability, track record and sound investment process. EC Pohl & Co is paid a management fee based on performance and not a fixed percentage of the funds under management, ensuring the manager is focused on absolute returns to Shareholders.
EC Pohl's investment strategy centres on the view that investing in high quality business franchises with the ability to grow sales and earnings at rates above GDP will produce superior investment returns over the long-term. The portfolio of investments comprises investments in well managed companies whose operations cover a wide spectrum of business activities and is constructed from the perspective of a business owner and not simply by tracking the index weighting of various index component stocks. The resultant portfolio performance is monitored by FSI's Board of Directors.
The Company aims to maintain at least 90% of available funds in equity investments at all times with the balance in cash and equivalent. As a result, FSI is best suited to investors with a medium to long-term time horizon.
The investment objectives of FSI are to:
How we invest your money
It is FSI's current policy to manage the portfolio within the following guidelines:
FSI can invest in the following authorised investments: