A unique opportunity to invest in a concentrated investment fund that is focused on taking a strongly contrarian approach to systematically investing in global themes at key inflection points.
The fund aims to provide investors with the performance of the S&P/ASX 20 Accumulation Index, before fees and expenses. The index is designed to measure the performance of the 20 largest Australian securities listed on the ASX.
The SPDR® S&P®/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index.
Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
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.
MVB gives investors exposure to a diversified portfolio of ASX-listed banks and financial institutions. This fund aims to provide investment returns, before fees and other costs, which track the performance of the index.
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.
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
The SPDR® S&P®/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.
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).
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.
FAIR aims to track the performance of an index (before fees and expenses) that includes Australian companies that have passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.
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*.
AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.
The Burrell 20 aims to achieve capital growth over the long term with correlation to the S&P/ASX20 Accumulation Index also providing income through the receipt of franked dividends.
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.
