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 Discrete mandate for Institutional Clients only
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, Kevin Soo
*A discrete mandate is available for a minimum mandate size of A$30 million (negotiable).

Performance

Fund Profile

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