Core Australian Equities

Our Core Australian Equity strategy was established in 2005. It offers a concentrated portfolio of high quality Australian companies. Our fundamental investment research is focused on identifying businesses with sound balance sheets, strong management, above average growth prospects, high returns on equity and a meaningful competitive advantage. We are patient investors with a long-term investment horizon. The outcome is a low-turnover portfolio of carefully selected 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 30-40 high quality stocks
Investment Options Discrete Mandate for Institutional Clients only or Wholesale Trust*
Fund Inception Northcape began managing money in this strategy for institutional clients in May 2005
Investment Team Rob Inglis, Craig McCourtie, Paul Parsons, Richard Maynier, Kevin Soo, Peiting Liang
*A discrete mandate is available for a minimum mandate size of A$30 million (negotiable). Our trusts are only available to wholesale investors with a minimum investment of A$5 million.


Fund Profile

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