AusBiz Capital
AusBiz Capital

AusBiz Australian Equity Growth Fund

Open for investment

About this Investment

The AusBiz Australian Equity Growth Fund employs a fundamental, bottom-up investment approach to identify quality Australian companies with sustainable competitive advantages. The fund targets long-term capital appreciation by investing in a concentrated portfolio of 20-30 ASX-listed businesses.

Investment Details

Category

Large Caps Australia

Investor Type

Retail Investor

Primary Objective

Growth

Structure

Managed Fund

Liquidity

Unlisted liquid

Funding Stage

Unlisted Mature Fund

Min. Investment

$10,000

Management Fee

0.85% p.a.

Dist. Yield

3.2%

Performance

1 Year Return

+18.4%

3 Year Return (p.a.)

+12.1%

5 Year Return (p.a.)

+10.8%

Period not stated

Benchmark: S&P/ASX 200 TR+14.2% 1yr

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

Documents

Updated

AusBiz Wrap Platform

About Us

From AusBiz(1)

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06:47

Why Michael's going defensive in this market

04 May 2026

AusBiz

Comments(3)

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michaelw4 months ago

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michaelw4 months ago

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michaelw4 months ago

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michaelw4 months ago

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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 AusBiz Capital.

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