Concentrated Australian Equities

Our Concentrated Australian Equity strategy was established in 2005. It is a more targeted version of our Core fund, holding only our highest conviction stocks. The outcome is a low-turnover portfolio of carefully selected, high-quality businesses that delivers resilient and sustained performance for clients.

Investment Objective To outperform the benchmark over rolling 3 year periods
Benchmark S&P/ASX 300 Accumulation Index
Stocks held in portfolio Typically between 15-30 high-quality stocks
Investment Options Separate mandate
Fund Inception Northcape began managing money in this strategy for institutional clients in November 2005
Investment Team Rob Inglis, Craig McCourtie, Paul Parsons, Richard Maynier, Craig Campbell
*A separate mandate is available for a minimum investment of A$30 million (negotiable).

Performance

Fund Profile

More detailed information about our Concentrated fund can be found in the current Fund profile.