Equity Funds in Australia

The Fund aims to provide investors with long-term capital growth and distributions by investing in small companies listed on the Australian share market, predominantly outside of the S&P/ASX 100 Index.

The Allan Gray Australia Balanced Fund seeks to provide long-term returns that are higher than a custom benchmark, offering a diversified portfolio of shares, fixed income, cash, and commodity investments from Australia and overseas.

The Fund aims to outperform the MSCI World Net Returns Unhedged Index by 4% p.a. (after fees) over the medium-long term, utilizing an all-weather investment style to deliver consistent alpha over the cycle.

A concentrated portfolio of compelling Australian small company ideas.

The BetaShares Australian Dividend Harvester Fund aims to provide investors with exposure to large capitalisation Australian shares along with regular franked dividend income, paid monthly, that is at least double the annual income yield of the broad Australian sharemarket.

The Fund aims to provide long-term capital growth through a portfolio of global equities, employing a fundamental, bottom-up approach driven by valuation.

A long-only equity income fund aiming to maximize retirement income for pension phase investors and SMSFs.

An International Fund targeting superior risk-adjusted returns through investing in high-quality and durable growing companies at reasonable prices.

An actively managed portfolio of global small-cap stocks, aiming to achieve returns greater than the MSCI All Country World Index SMID Cap unhedged in Australian dollars over rolling 3-year periods after fees.

The ECP Growth Companies Fund, managed by ECP Asset Management and distributed by Copia Investment Partners, is designed for investors seeking long-term capital growth through a concentrated portfolio of exceptional Australian and New Zealand companies.

These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.

The Fund aims to maximize total return (income and growth) by holding a concentrated portfolio of investments, primarily in equity and debt securities listed on Australian and international stock exchanges.

The OC Micro-Cap Fund is a long-only, benchmark-unaware unit trust investing in micro-cap companies with sustainable business models and attractive investment qualities, aiming to provide strong long-term capital growth.

The Ord Minnett Responsible Equities Portfolio aims to grow the value of an investment through a combination of capital growth and income via dividends, considering a company’s environmental, governance, and social impacts.

The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.

The Artisan Global Discovery Fund invests in a diversified portfolio of global small and mid-cap companies poised for long-term capital growth.

The Fund aims to provide regular tax-effective income combined with competitive capital growth over the medium to long term.

The Ord Minnett Australian Emerging Companies Portfolio aims to grow the value of investments primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.

A concentrated portfolio of approximately 25 companies, aiming to outperform the S&P/ASX 200 Accumulation Index over the medium to long term.

The Fund seeks to provide long-term returns that exceed the S&P/ASX 300 Accumulation Index through a contrarian investment strategy.