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The FSP Australian Equities Leaders Fund »

 

About the Fund

The FSP Australian Equities Leaders Fund (the Fund) has been developed to access the investment expertise of a boutique investment manager that will invest in Australian equities.

The fund is well diversified, with generally between 30 and 70 stocks held. The fund typically has a minimum of 75% by value in the S&P/ASX 200 Index, with a maximum of 25% by value invested in securities outside of that index

Benefits of Investing in the Fund

The Fund aims to provide capital growth and some income:

The Fund provides investors access to the expertise of an active Australian equities boutique investment manager that has a proven track record of above benchmark performance

The Fund allows access to investment opportunities, market and risk management techniques that may not be available to individual investors

Through investing in managed funds, investors can receive the benefits of diversification

Managed funds can often invest for less cost than ordinary investors


Investing in the FSP Australian Equities Leaders Fund »

You should look at investing in the fund if you:

Have an investment timeframe of at least five to seven years

Are seeking to increase the level of diversification in the Australian listed shares segment of your investment portfolio

Are seeking long-term capital growth with some income

Accept that the fund (and hence your investment) may experience periods of negative returns and periods of volatile returns

How can you invest?

With something as significant as your financial future, we believe that you need to seek advice before making decisions. That's why our fund is only available through your financial adviser. If you don’t have an adviser, click here to let us help you find one.