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.
The Fund seeks to maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks. (For Wholesale Investors Only)
The Tribeca Alpha Plus funds aims to consistently outperform the S&P/ASX 200 Accumulation Index over the long term by investing in listed Australian equities (long and short), through both quantitative and fundamental styles of investing.
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).
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
The Fund is an actively managed fund, targeting long-term capital growth and income through investment in quality Australian shares that meet Perpetual’s ESG and values-based criteria. (Wholesale Investors Only)
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.
Through the ALF we seek to take advantage of opportunities available in the LIC sector, with a focus on LICs trading at attractive discounts to NTA. Through LICs, the Fund provides access to a broad range of investment styles, strategies and geographies.
A high conviction, benchmark agnostic Australian equities fund aiming to capture real earnings per share growth over the long-term.
The Fund aims to achieve positive returns over the long term by predominantly taking both Long Positions and Short Positions in Australian equities and equity derivatives.
The Fund is an actively managed portfolio offering higher potential returns through gearing with broad market exposure, it aims to provide long-term capital growth and regular income. (For Wholesale Investors Only)
Aims to achieve superior absolute total returns by providing medium to long term capital growth without the constraint of a share market benchmark.
Since inception in 2016 the high conviction, deep value and uniquely contrarian Collins St Value Fund has achieved an 13.25% p.a. net of fee return underpinned by an unconstrained Australian equities mandate and a zero fixed fee remuneration arrangement.
The Firetrail Absolute Return Fund is a market-neutral, uncorrelated alternative of Firetrail’s best ideas.
The Auscap Long Short Australian Equities Fund provides investors with access to a high conviction portfolio of Australian equities. The Fund aims to generate strong absolute returns in excess of the Benchmark, being the All Ordinaries Accumulation Index.
