The Fund’s primary investment objective is to provide long-term capital growth and regular income through investment in Australian equities.
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
The objective of the Portfolio is to grow the value of your investment through a combination of capital growth and income via dividends by investing in a diversified portfolio of Australian shares.
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*.
DVDY gives investors exposure to a diversified portfolio of dividend paying quality ASX-listed companies selected by Morningstar. DVDY aims to provide investment returns before fees and other costs which track the performance of the Index.
The fund aims to provide investors with the performance of the S&P/ASX 200 Accumulation Index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX.
The Fund aims to generate long-term after-tax returns for Aust resident investors in excess of the Benchmark after fees, including an annual gross dividend yield (incl franking) that exceeds gross dividend yield of the Benchmark (Wholesale Investors Only)
Future Generation Australia (ASX: FGX) is a listed investment company that aims to deliver a combination of income and capital growth over the medium-to-long term by investing in Australian equities.
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.
QOZ aims to track the performance an index (before fees and expenses) that comprises the top 200 companies listed on the ASX as measured by fundamental size.
MHOT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team. MHOT aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.
The Fund aims to generate investment returns 5% higher than the RBA cash rate by investing in a diversified portfolio of predominantly Australian equities, complemented by selective exposure to international equities and cash. The Fund may use derivatives.
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.
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currently has $300m of Funds Under Management.
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.
