About this Investment
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.
Investment Details
Category
Equity Funds
Investor Type
Retail Investor
Primary Objective
Growth and Income
Structure
Managed Fund
Liquidity
Unlisted liquid
Funding Stage
Unlisted Mature Fund
Min. Investment
$10,000
Management Fee
0.51% p.a.
Performance
1 Year Return
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
UpdatedThis Fund
AusBiz Wrap Platform
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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 Hamilton Asset Management Limited.
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