Northward Capital Australian Equities Comp

The Fund invests in Australian listed companies and typically holds between 30-50 stocks and can hold up to 5% cash at various times. The Fund will typically have a wide spread of companies which we consider to be the most undervalued companies in each sector of the ASX300, subject to size and quality considerations. The Fund commenced 26 May 2004.

Fund Objective

The Fund aims to deliver superior returns to that of the ASX300 Index at acceptable levels of risk. Our performance objective is +300bps above this index over rolling 3 year periods before taxes and fees.

Please refer to Performance for historical Fund results and News & Reports for the most recent Quarterly Fund Report.

Fund Style

The investment style is best described as active, high conviction, style neutral and research driven, utilising a multiple portfolio manager approach. The Fund is expected to be broadly style neutral over rolling 3 year periods and will typically own a range of value, growth and yield stocks, plus some stocks we assess as strong turnaround candidates on occasion.

Fund Investors

This Fund is only available to wholesale investors and recommended for long term investors who wish to benefit from the superior returns available from the Australian sharemarket over extended time frames whilst also being prepared to tolerate short term capital volatility.

Investment in the Fund is by way of investment management agreement (mandate) with Northward Capital.