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| Fund Overview | The Fund places a high priority on capital preservation, and have an absolute return focus in accepting market risk. The Manager employs a comprehensive approach to making investment decisions utilising value, growth and discounted cash flow styles. The portfolio is somewhat concentrated and the manager looks to diversify the portfolio across industries and themes rather than staying near an index. The portfolio may at times have a large amount of cash or other protection. |
| Manager Comments | Despite a difficult month for stocks in Australia the portfolio fell only 1.1% in May and is up 17.3% for the financial year. During the month the portfolio benefited from a positive announcement from NextDC and participation in a number of placements and IPOs. |
| More Information | » View detailed profile of this fund |
