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Australian Shares Wholesale

The portfolio invests in a range of companies 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. The portfolio will hold in the range of 20 to 70 stocks.


We aim 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.

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Latest Commentary & Performance
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Product Disclosure Statement
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Historical Unit Prices
Interim Financial Report
31 Dec 2020

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Risk/Return profile


Returns achieved mainly through

Growth and Income

Minimum investment


Franking credit level (%)

FY18 – 103.90
FY17 – 99.65

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum added investment


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