Greencape Broadcap Fund
The Greencape Broadcap Fund is an Australian equities fund which can take significant positions in companies of all sizes. It offers investors access to a diversified portfolio of large, mid and small cap Australian shares, providing the potential for capital growth above the S&P/ASX 300 Accumulation Index over the medium to long term.
The Fund can invest in listed equity securities or hybrid equity securities such as convertible notes, redeemable preference shares and partly paid shares. Derivatives such as futures and options may also be used to reduce risk or gain exposure to other types of investments.
When deciding which investments make it in to the portfolio, our rigorous selection criteria ensures that we invest in companies with a combination of attractive shareholder stewardship, sustainable returns and appealing valuations. The result is a portfolio of between 25 to 70 high quality stocks which reflect our best ideas from large, mid and small capitalisation stocks.
As at 31 December 2017. Inception date is 11 September 2006
* Returns are calculated after fees have been deducted, assuming reinvestment of distributions. No allowance is made for tax. Past performance is not a reliable indicator of future performance.
- The Fund offers the potential for capital growth above the S&P/ASX 300 Accumulation Index over the medium to long term.
- The Fund is diversified, and provides access to Australian companies of all sizes.
- The Fund is managed by an experienced, stable and award-winning team.
- The investment team follows a thorough and rigorous investment process, and has a high conviction and tax-aware investment approach.
- For the key risks associated with the Fund, see the Product Disclosure Statement.
This Fund aims to provide medium to long-term capital growth and diversification within the Australian equities portion of an investor's portfolio.
To invest directly in the Greencape Broadcap Fund please download the Product Disclosure Statement from the Fidante Partners website
You can also invest via a range of platforms. For more information, please speak to your financial adviser or call the Fidante Partners Investor Services team on 13 51 53.
Institutional investors, please contact:
Head of Client Service
Phone: +61 2 9994 7259
Interests in the Greencape Broadcap Fund ARSN 121 326 341 (Fund) are offered by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668. The offer or invitation to subscribe in interests in the product is only available to persons receiving the Product Disclosure Statement (PDS) in Australia and is subject to terms and conditions described in the PDS. A copy of the PDS can be obtained from your financial planner, by calling Investor Services on 13 51 53, or on www.fidante.com.au.
Neither Greencape Capital Pty Ltd, Fidante Partners Limited, any Custodian, nor any entity or person associated with Fidante Partners related companies guarantees repayment of your capital or the performance of your investment. The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product. If you acquire or hold the product, we and/or a Fidante Partners related company will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. Neither Fidante Partners nor a Fidante Partners related company and our respective employees receive any specific remuneration for any advice provided to you. However, financial advisers (including some Fidante Partners related companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund. Greencape Capital, some or all of Fidante Partners related companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.