Using Allan Gray’s contrarian investment strategy, the Fund seeks to provide a long-term return that exceeds the S&P/ASX 300 Accumulation Index (Benchmark).
The Fund is a long only, growth focussed fund that aims to invest in high quality ASX listed businesses that can generate strong earnings growth leading to stock price appreciation.
Argo Investments is one of Australia's oldest and largest listed investment companies (LICs). Offering investors low-cost, conservative and diversified exposure to Australian listed companies.
WAM Strategic Value provides shareholders with exposure to Wilson Asset Management’s proven investment process focused on identifying and capitalising on share price discounts to underlying asset values of listed companies, primarily listed investment companies (LICs) and listed investment trusts (LITs) (commonly referred to as closed-end funds).
ATEC aims to track the performance of the S&P/ASX All Technology Index (before fees and expenses). The Index provides exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.
Katana Capital Limited (ASX code KAT) is a listed investment company (LIC) which is managed by Katana Asset Management Ltd (AFS License Number 288412). KAT was listed on the Australian Stock Exchange (ASX) in December 2005.
AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.
The Portfolio comprises between 20 and 40 securities and aims to outperform the S&P/ASX 300 index excluding the 20 largest companies.
AUI is a Listed Investment Company whose shares are listed on the Australian Stock Exchange (ASX). The Company seeks to provide income and capital appreciation over the longer term to its shareholders through a portfolio of securities predominantly comprising shares of companies listed on the ASX.
The DDH Australian Shares Fund invests in Australian listed shares, giving investors access to wholesale portfolios managed by QIC.
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
The Fund is a long-bias equity market product which typically buys or short sells Australian listed securities and derivatives.
Diversify Australian equity holdings with a strategic allocation tool.
G200 seeks to help investors build long-term wealth by providing moderately geared exposure to the returns of the broad Australian sharemarket.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.
Australian Large Cap Equity Funds are investment vehicles that primarily focus on stocks of large companies listed on the Australian Securities Exchange (ASX).
These funds aim to provide investors with exposure to Australia’s top-performing and financially stable companies, while offering the potential for capital growth, income generation, and portfolio diversification.
Australian Large Cap Equity Funds are typically managed funds or exchange-traded funds (ETFs) that invest in equities of companies with high market capitalizations, generally considered to be those within the top 100 or 200 listed on the ASX.
These funds can invest in various sectors, such as finance, healthcare, materials, and consumer goods, reflecting the broader Australian economy.
There are several types of Australian Large Cap Equity Funds, including:
There are three main features of Australian Large Cap Equity Funds:
There are three main risks of investing in Australian Large Cap Equity Funds:
Investors should consider several factors when comparing Australian Large Cap Equity Funds:
Investors can access Australian Large Cap Equity Funds through various avenues:
Large-caps are companies with a market cap typically above AUD 10 billion.
While large-cap funds can offer solid returns, they may also be subject to market downturns.
No. Distributions depend on company performance and board decisions.
Capital gains and income tax applies, and taxes will vary based on individual circumstances.
It varies by fund. Typically, it ranges from thousands to tens of thousands of dollars.
Some funds may charge fees on withdrawals. It’s essential to check the fund’s prospectus.
Economic conditions, interest rates, and corporate earnings generally drive returns.
Generally, steady economic growth and low volatility favour these investments.
They are suitable for conservative to moderate investors seeking stability and income but may not offer the high growth potential of small-cap investments.
Australian Large Cap Equity Funds offer investors access to the largest and often most stable companies in Australia, providing opportunities for capital growth and income.
With a variety of fund types and investment strategies available, investors have the flexibility to choose options that align with their financial objectives.
However, it is essential to understand the associated risks and perform due diligence when comparing and choosing suitable funds for investment.
