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Challenger - Greencape Wholesale High Conviction Fund
| Fund Name: |
Challenger - Greencape Wholesale High Conviction Fund |
| APIR: |
HOW0035AU |
| Fund Manager: |
Challenger Wholesale Funds (show all funds) |
| Region: |
Australia |
| Sector: |
Large Capitalisation / Blue Chip |
| Benchmark Index: |
S&P/ASX 200 Accumulation Index |
| Fund Type: |
Wholesale Fund |
| Investment Managers: |
Greencape |
| Investment Objective: |
The Fund aims to outperform the S&P/ASX200 Accumulation Index over rolling three-year periods. |
| Investment Strategy: |
The Greencape High Conviction Fund offers investors the opportunity to invest in a highly concentrated portfolio of Australian shares. The Fund will maintain a portfolio of between 15 and 40 stocks. The Fund is constructed on a best ideas basis, with no regard to the stock weights of an index. This means that stocks are not going to be added to the portfolio simply to make up the numbers - the Fund will only invest in companies that it believes are likely to perform. |
| Margin Lenders: |
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Period:
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| Quarter:
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* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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