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
*A discrete mandate is available for a minimum mandate size of A$30 million (negotiable).

Performance

Fund Profile

More detailed information about our Concentrated fund can be found in the current Fund profile.

Select a Region

Important Notice and terms of use

The information contained in this website is general information and has been prepared by Northcape Capital Pty Ltd (ABN 53 106 390 247, AFSL 281767) (“Northcape”) for use by institutional investors, consultants, financial advisers and other wholesale clients (as defined in the Corporations Act 2001).

The information in the website is for informational purposes only and does not take into account the particular circumstances, investment objectives and investment needs of any investor. Investors should consider their circumstances and any professional advice that they require before making an investment decision. The information in this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Northcape to any registration or other requirement within that jurisdiction or country.

To proceed to the website, you must confirm that you meet an investor category for which this website is created, and that you understand and agree to the terms above (this “Notice”) and the website’s Terms of Use.

Important Legal Information:

By clicking on “I Agree” below:

• You confirm you are a ‘wholesale client’ (as defined in the Corporations Act 2001), or person acting on behalf of a wholesale client;
• You confirm you are not a US-person, and
• You understand and agree to comply with the terms of this Notice and the website Terms of Use, including updates as set out therein.

Important notice and terms of use

The information contained in this website is for general information and has been prepared by Northcape Capital Pty Ltd (ABN 53 106 390 247) (“Northcape”) for use by institutional investors in the United States, including their consultants and persons acting on their behalf.

The information in the website is for informational purposes only, and provides a general overview of Northcape’s investment philosophy, investment approach and how to contact us for further information. The information in the website does not take into account the particular circumstances, investment objectives and investment needs of any investor. Investors should consider their own circumstances and any professional advice that they require before making an investment decision.

The website does not provide recommendations, does not constitute an offer to sell or buy any securities, and may not be used or relied upon in connection with any offer or sale of securities. Those who are not considered an institutional investor or person acting on behalf of an institutional investor should not review or act upon the information provided via the website. The information in this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Northcape to any registration or other requirement within that jurisdiction or country.

To proceed to the website, you must confirm that you are an institutional investor (or acting on behalf of institutional investor), and that you understand and agree to the terms above (this “Notice”) and the website’s Terms of Use.

Important Legal Information:

By clicking on “I Agree” below:

• You represent and certify that you are an institutional investor or a person acting on their behalf in the United States;
• You understand and agree to comply with the terms of this Notice and the website Terms of Use, including updates as set out therein.