Equity Trustees Limited
Equity Trustees Limited

Contrarius Australia Balanced Fund

Multi-Asset
Managed Fund
Open for investment

About this Investment

An actively managed asset allocation fund that invests in a diversified portfolio of equities, fixed income, and commodity-linked investments from Australia and globally, employing Contrarius’ valuation-based, contrarian investment philosophy.

Investment Details

Category

Multi-Asset

Investor Type

Retail Investor

Primary Objective

Growth

Structure

Managed Fund

Liquidity

Unlisted liquid

Funding Stage

Unlisted Mature Fund

Min. Investment

$10,000

Management Fee

0.95% p.a.

Performance

1 Year Return

+25.6%

3 Year Return (p.a.)

—

5 Year Return (p.a.)

—

Period not stated

Past performance is not a reliable indicator of future performance. All returns shown are after fees.

Documents

Updated

AusBiz Wrap Platform

About Us

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General advice warning. This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the PDS and TMD before making any decision. ausbiz Invest Pty Ltd, AFSL [000000]. Read our Financial Services Guide.

AusBiz Wrap is operated by [HUB24 operator / trustee entity, ABN, AFSL], which issues the AusBiz Wrap PDS. ausbiz Invest is the promoter of AusBiz Wrap. The fund is issued by Equity Trustees Limited.

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