Elston Australian Large Companies Fund - Class A
About this Fund
|FUND MANAGER||Elston Asset Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests across Australian shares including listed property trusts (A-REITS) and cash.|
|INVESTMENT PROFILE||The Fund aims to outperform the Benchmark by 2.0% p.a. after fees on a rolling 3 to 5 year basis.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||S&P/ASX 100 Accumulation Index|
|FUND SIZE||S&P/ASX 100 Accumulation Index|
|NO. OF HOLDINGS||20-25|
|FEES||0.33% p.a. of the NAV of the class|
Benefits of investing in the Elston Australian Large Companies Fund - Class A
The Fund is constructed for investors who are looking for exposure to listed Australian equities, and are typically comfortable taking on a higher level of capital risk with the aim of achieving higher levels of growth in the long term.
It is designed for investors who:
About the Fund
The Fund is an actively managed portfolio of predominantly Australian equities. In general, the portfolio will have a long-term average exposure of around 97% in growth assets and 3% in defensive assets, however the allocations will be actively managed within the allowable asset allocation ranges depending on market conditions.
About the Investment Manager
Elston Asset Management Pty Ltd ("Elston or "Investment Manager) is an active investment manager, focused on delivering investment solutions with the aim of helping investors build and preserve their wealth. Since being established in 2011, Elston has delivered a consistent track record of strong risk-adjusted returns from investing in companies in the S&P/ASX 100 Index. The business is majority owned by its senior investment professionals. The investment approach is classified as style-neutral which means the Fund will target both 'growth' and 'value' companies in constructing a diversified portfolio across a range of sectors. Risk management is integrated throughout the process, starting with the investment philosophy and policy right through to the portfolio construction.
How we invest your money
The Elston investment process encompasses six stages:
The Fund is considered a core 'style neutral' product that is suitable for blending with other Australian equities strategies, including absolute return and small cap products.