Australian Equities – Core is an actively managed strategy designed to outperform the S&P/ASX 200 Total Return Index (after fees) over rolling five-year periods.
Australian Equities – Core is an actively managed strategy designed to outperform the S&P/ASX 200 Total Return Index (after fees) over rolling five-year periods.
Inception date | 3 July 1995 |
Benchmark | S&P/ASX 200 Total Return Index |
Investment approach | The Australian Equities strategy is a style agnostic strategy that aims to invest in between 30 and 50 companies that appear to be undervalued with the belief they will move up to their fundamental value over the longer term. |
Portfolio Manager |
Co-Head of Equities |