Concentrated Australian Equities
Our Concentrated Australian Equity strategy was established in 2005. It is a more targeted version of our Core fund, holding only our highest conviction stocks. The outcome is a low-turnover portfolio of carefully selected, high-quality businesses that delivers resilient and sustained performance for clients.
| Investment Objective | To outperform the benchmark over rolling 3 year periods |
|---|---|
| Benchmark | S&P/ASX 300 Accumulation Index |
| Stocks held in portfolio | Typically between 15-30 high quality stocks |
| Investment Options | Discrete mandate for Institutional Clients only |
| Fund Inception | Northcape began managing money in this strategy for institutional clients in November 2005 |
| Investment Team | Rob Inglis, Craig McCourtie, Paul Parsons, Richard Maynier, Kevin Soo, Peiting Liang |
Performance
Fund Profile
More detailed information about our Concentrated fund can be found in the current Fund profile.
