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