The High Conviction Equities Trust invests in a concentrated, ethically screened portfolio of not more than 20 Australian and global companies.
The Fund is managed using a ‘value’ style, based on fundamental analysis of individual companies.
Broad asset allocation ranges provide flexibility to respond to changing market conditions and opportunities. The Fund can hold up to 100% cash or a single stock could make up the majority of the portfolio. Foreign currency exposures may be hedged.
Benefits of investing
A high conviction Fund. The high conviction nature of the Fund means the portfolio is highly concentrated with typically no more than 20 stocks.
Ethical approach. The Fund uses ethical screens to exclude companies on the basis of environmental, social and governance factors.
Experienced team. The investment team of six have a combined 90 years of investment experience.
Flexibility. The Fund’s broad asset allocation ranges provide the flexibility to respond to changing markets.