Concentrated Australian Shares

A concentrated portfolio of Australian shares

Description

The portfolio invests in a concentrated number of companies listed (or soon to be listed) on the ASX which we believe have sustainable operations and whose share prices offer good value and are our most compelling investment ideas. The cornerstone of this approach is a strong emphasis on company research. The portfolio will hold in the range of 15 to 30 stocks.

Objective

We aim to grow the value of your investment over the long term by investing in a concentrated portfolio of Australian companies, and to provide a total return 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 concentrated portfolio of listed companies on the ASX.

Unit Price (Entry)

Latest Commentary & Performance

Latest Annual Financial Report

Unit Price (Exit)

Historical Unit Price

Risk/Return profile

High

Returns achieved mainly through

Growth and income

Income distribution

Half yearly

Min. recommended investment period

5 years

Commentaries archive

Items

Concentrated Australian Shares Commentary 06/17

Concentrated Australian Shares Commentary 07/17

Concentrated Australian Shares Commentary 08/17

Concentrated Australian Shares Commentary 09/17

Concentrated Australian Shares Commentary 10/17

Concentrated Australian Shares Commentary 11/17

Concentrated Australian Shares Commentary 12/17

Concentrated Australian Shares Commentary Q3/17

Concentrated Australian Shares Commentary 01/18

Concentrated Australian Shares Commentary 02/18

Concentrated Australian Shares Commentary 03/18

Concentrated Australian Shares Commentary 04/18

Concentrated Australian Shares Commentary 05/18

Concentrated Australian Shares Commentary 06/18

Concentrated Australian Shares Commentary 07/18

Concentrated Australian Shares Commentary 08/18

Concentrated Australian Shares Commentary 09/18

Concentrated Australian Shares Commentary 10/18

Concentrated Australian Shares Commentary 11/18

Concentrated Australian Shares Commentary 12/18

Concentrated Australian Shares Commentary 01/19

Concentrated Australian Shares Commentary 02/19

Concentrated Australian Shares Commentary 03/19

Concentrated Australian Shares Commentary 04/19

Concentrated Australian Shares Commentary 05/19

Concentrated Australian Shares Commentary 06/19

Concentrated Australian Shares Commentary 07/19

Concentrated Australian Shares Commentary 08/19

Concentrated Australian Shares Commentary 09/19

Concentrated Australian Shares Commentary 10/19

Concentrated Australian Shares Commentary 11/19

Concentrated Australian Shares Commentary 12/19

Concentrated Australian Shares Commentary 01/20

Concentrated Australian Shares Commentary 02/20

Concentrated Australian Shares Commentary 03/20

Concentrated Australian Shares Commentary 04/20

Concentrated Australian Shares Commentary 05/20

Concentrated Australian Shares Commentary 06/20

Concentrated Australian Shares Commentary 07/20

Concentrated Australian Shares Commentary 08/20

Concentrated Australian Shares Commentary 09/20

Concentrated Australian Shares Commentary 10/20

Concentrated Australian Shares Commentary 11/20

Concentrated Australian Shares Commentary 12/20

Concentrated Australian Shares Commentary 01/21

Concentrated Australian Shares Commentary 02/21

Concentrated Australian Shares Commentary 03/21

Concentrated Australian Shares Commentary 04/21

Concentrated Australian Shares Commentary 05/21

Concentrated Australian Shares Commentary 06/21

Concentrated Australian Shares Commentary 07/21

Concentrated Australian Shares Commentary 08/21

Concentrated Australian Shares Commentary 09/21

Concentrated Australian Shares Commentary 10/21

Concentrated Australian Shares Commentary 11/21

Concentrated Australian Shares Commentary 12/21

Concentrated Australian Shares Commentary 01/22

Concentrated Australian Shares Commentary 02/22

Concentrated Australian Shares Commentary 03/22

Concentrated Australian Shares Commentary 04/22

Concentrated Australian Shares Commentary 05/22

Concentrated Australian Shares Commentary 06/22

Concentrated Australian Shares Commentary 07/22

Concentrated Australian Shares Commentary 08/22

Concentrated Australian Shares Commentary 09/22

Concentrated Australian Shares Commentary 10/22

Concentrated Australian Shares Commentary 11/22

Concentrated Australian Shares Commentary 12/22

Concentrated Australian Shares Commentary 01/23

Concentrated Australian Shares Commentary 02/23

Concentrated Australian Shares Commentary 03/23

Concentrated Australian Shares Commentary 04/23

Concentrated Australian Shares Commentary 05/23

Concentrated Australian Shares Commentary 06/23

Concentrated Australian Shares Commentary 07/23

Concentrated Australian Shares Commentary 08/23

Concentrated Australian Shares Commentary 09/23

Concentrated Australian Shares Commentary 10/23

Concentrated Australian Shares Commentary 11/23

Concentrated Australian Shares Commentary 12/23

Concentrated Australian Shares Commentary 01/24

Concentrated Australian Shares Commentary 02/24

Concentrated Australian Shares Commentary 03/24

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