Firetrail Australian High Conviction Fund - Class A units
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101561-2023-12-09-02:22.pdf |
FUND MANAGER | Firetrail Investments |
ASX Code | |
APIR | WHT3810AU |
ASSET CLASS | AUSTRALIAN EQUITIES |
INVESTMENT STYLE | The Fund provides exposure to a concentrated portfolio of approximately 25 Australian securities |
INVESTMENT PROFILE | The Fund aims to outperform the S&P/ASX 200 Accumulation Index over the medium to long term. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 14-03-2018 |
BENCHMARK | S&P/ASX 200 Accumulation Index |
FUND SIZE | S&P/ASX 200 Accumulation Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | Around 25 |
FEES | 0.90% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Firetrail Australian High Conviction Fund - Class A unitsActive management
High-quality management
Investment management expertise
Risk levelMedium to High Investor suitabilityThe Fund may be suitable for investors who are looking to outperform the S&P/ASX 200 Accumulation Index over the medium to long term and are prepared to accept the risks of the Fund set out in section 4 of the Product Disclosure Statement. |
RISK LEVEL | High |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundThe Fund provides exposure to a concentrated portfolio of Australian equities through securities listed, or expected to be listed, on the Australian Securities Exchange and the New Zealand Stock Exchange. The Fund aims to hold approximately 25 securities at any time. Only those securities that the Investment Manager has the highest conviction to generate the greatest returns will be included in the portfolio. The process employs an unconstrained approach to fundamental research to identify companies which:
About FiretrailFiretrail is an investment management boutique which is majority owned by the Firetrail investment team. Additionally, the investment team is invested alongside clients in the investment strategies. |
Mandate
How we invest your moneyThe Fund provides exposure to a concentrated portfolio of approximately 25 Australian securities at any time. Only those securities that our investment team has the highest conviction to generate the greatest returns will be included in the portfolio. The process employs an unconstrained approach to fundamental research to identify companies we believe offer the most attractive forecast returns based on our medium-term view. Portfolio allocation
The Fund may occasionally have unhedged exposure to non-Australian denominated securities. |