To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
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)
AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.
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.
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
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.
MVW gives investors exposure to a diversified portfolio of Australian equities. The holdings in MVW are equally weighted. MVW aims to provide investment returns, before fees and other costs, which track the performance of the Index.
QRE aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more.
The fund is a diversified portfolio of Australian equities across a range of impact focus areas that seeks to demonstrate a financial return along with measurable positive impacts on society and the environment.
Australian Foundation Investment Company is a listed investment company investing in Australian and New Zealand equities.
QFN aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the ‘Big 4’ banks and insurance companies but excluding Real Estate Investment Trusts.
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.
The Concentrated Australian Fund is a high conviction active ETF that invests in a select group of high-quality, undervalued companies listed on the ASX, typically above A$500 million in market cap.
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.
G200 seeks to help investors build long-term wealth by providing moderately geared exposure to the returns of the broad Australian sharemarket.
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.
