Australian Shares

A diversified portfolio of high-quality, financially-sound Australian shares, which have the ability to grow their earnings and dividends over time.

Description

The Trust invests in a range of companies listed (or soon to be listed) on the ASX, which we believe have sustainable operations and whose share prices offer good value. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds.

Objective

Aims to grow the value of your investment over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares, and to provide a total return (after fees) that exceeds the S&P/ASX 300 Accumulation Index measured on a rolling three-year basis.

Investor Profile

Investors with an investment horizon of five or more years, who are seeking exposure to a portfolio of Australian ‘value oriented’ companies.

Unit Price (Entry)

Latest Commentary & Performance

Platforms and Ratings

Latest Financial Report

Historical Unit Prices

Unit Price (Exit)

Product Disclosure Statement

Target Market Determination

Individual Application Form

SMSF Application Form

Trusts & Companies Application Form

Start investing in Australian Value Shares today.

Online application is quick and simple.

Apply online

Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Minimum investment

$25,000

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum added investment

$5,000

Commentaries Archive

Items

Australian Shares Commentary 11/16

Australian Shares Commentary 12/16

Australian Shares Commentary Q4/16

Australian Shares Commentary 01/17

Australian Shares Commentary 02/17

Australian Shares Commentary 03/17

Australian Shares Commentary 04/17

Australian Shares Commentary 05/17

Australian Shares Commentary 06/17

Australian Shares Commentary 07/17

Australian Shares Commentary 08/17

Australian Shares Commentary 09/17

Australian Shares Commentary 10/17

Australian Shares Commentary 11/17

Australian Shares Commentary 12/17

Australian Shares Commentary Q1/17

Australian Shares Commentary Q2/17

Australian Shares Commentary Q3/17

Australian Shares Commentary 01/18

Australian Shares Commentary 02/18

Australian Shares Commentary 03/18

Australian Shares Commentary 04/18

Australian Shares Commentary 05/18

Australian Shares Commentary 06/18

Australian Shares Commentary 07/18

Australian Shares Commentary 08/18

Australian Shares Commentary 09/18

Australian Shares Commentary 10/18

Australian Shares Commentary 11/18

Australian Shares Commentary 12/18

Australian Shares Commentary 01/19

Australian Shares Commentary 02/19

Australian Shares Commentary 03/19

Australian Shares Commentary 04/19

Australian Shares Commentary 05/19

Australian Shares Commentary 06/19

Australian Shares Commentary 07/19

Australian Shares Commentary 08/19

Australian Shares Commentary 09/19

Australian Shares Commentary 10/19

Australian Shares Commentary 11/19

Australian Shares Commentary 12/19

Australian Shares Commentary 01/20

Australian Shares Commentary 02/20

Australian Shares Commentary 03/20

Australian Shares Commentary 04/20

Australian Shares Commentary 05/20

Australian Shares Commentary 06/20

Australian Shares Commentary 07/20

Australian Shares Commentary 08/20

Australian Shares Commentary 09/20

Australian Shares Commentary 10/20

Australian Shares Commentary 11/20

Australian Shares Commentary 12/20

Australian Shares Commentary 01/21

Australian Shares Commentary 02/21

Australian Shares Commentary 03/21

Australian Shares Commentary 04/21

Australian Shares Commentary 05/21

Australian Shares Commentary 06/21

Australian Shares Commentary 07/21

Australian Shares Commentary 08/21

Australian Shares Commentary 09/21

Australian Shares Commentary 10/21

Australian Shares Commentary 11/21

Australian Shares Commentary 12/21

Australian Shares Commentary 01/22

Australian Shares Commentary 02/22

Australian Shares Commentary 03/22

Australian Shares Commentary 04/22

Australian Shares Commentary 05/22

Australian Shares Commentary 06/22

Australian Shares Commentary 07/22

Australian Shares Commentary 08/22

Australian Shares Commentary 09/22

Australian Shares Commentary 10/22

Australian Shares Commentary 11/22

Australian Shares Commentary 12/22

Australian Shares Commentary 01/23

Australian Shares Commentary 02/23

Australian Shares Commentary 03/23

Australian Shares Commentary 04/23

Australian Shares Commentary 05/23

Australian Shares Commentary 06/23

Australian Shares Commentary 07/23

Australian Shares Commentary 08/23

Australian Shares Commentary 09/23

Australian Shares Commentary 10/23

Australian Shares Commentary 11/23

Australian Shares Commentary 12/23

Australian Shares Commentary 01/24

Australian Shares Commentary 02/24

Australian Shares Commentary 03/24

Invest with us today