Ausbil Australian Geared Equity Fund
The Fund provides a geared exposure to an actively managed portfolio, predominantly made up of listed Australian equities, which are primarily chosen from S&P/ASX 300 Index.
Ausbil believes that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focusing only on growth or value investing, Ausbil’s investment processes allow it to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions. Ausbil’s active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.
The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from the long term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.
Fund Objective
The aim of the Fund is to achieve returns (before fees and taxes) in excess of the S&P/ASX 300 Accumulation Index over the medium to long term. There is no guarantee that this objective will be achieved.
Gearing Risk
Gearing is the use of borrowings to invest. It increases and magnifies the volatility of investment gains or losses and reduces the security of capital invested. Geared investments may significantly underperform equivalent non-geared investments when the underlying assets experience negative returns. In extreme negative market conditions, all capital invested could be lost.
Product Disclosure Statement
Reports
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Fact Sheet |
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Monthly Performance Report
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Quarterly Report
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Documents and updates
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