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Active Plus

The Trust provides an actively managed exposure to 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
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Unit Price (Exit)

Product Disclosure Statement
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Risk/Return profile

High

Returns achieved mainly through

Growth and income

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum investment

$25,000

Minimum added investment

$5,000

Minimum investment

FY18 – 58.10

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