The L1 Capital (L1) Australian Equities strategy is a concentrated Australian equities portfolio that seeks to outperform the S&P/ASX 200 Accumulation index over the medium term.
The portfolio is constructed using L1's best ideas as derived from its investment process. L1 have a fundamental belief that portfolio diversification is reasonable to a point, but incrementally adding to one’s best ideas rather than adding a new position is a more efficient method of adding value for clients. The result of this approach is a concentrated portfolio of between 25 and 35 stocks.
- Concentrated Australian Equities Fund
- To outperform the benchmark over rolling 3 year periods
- Asset Class
- Australian Equities
- S&P ASX 200 Accumulation Index
- Number of Securities
- Typically 25 to 35
- Minimum Investment
- Subscription Frequency
- Redemption Frequency
Gross Performance as at 28 February 2017. Inception Date 22 August 2007.
- Fund Characteristics
- Typical Exposure
- Stock Numbers
- 25 to 35 Stocks
- Large Cap
- 75% to 90%
- Small Cap
- 10% to 25%
- 0% to 5%
- Foreign Exchange
Please Note: Portfolio restrictions are broader than the investment guidelines outlined above, The above table only provides a reasonable snapshot of the typical characteristics of the portfolio at any given point in time. L1 Capital reserves the right to maintain a portfolio outside of these specific guidelines consistent with the restrictions outlined in the Information Memorandum.
The Fund is available to investors with a minimum initial investment of $500,000 or more, or to those investors that pass the Professional Investor rules as defined in the Corporations Act.
To invest in the L1 Capital Australian Equity Fund please download the Information Memorandum and complete the application form
Institutional investors, please contact:
Phone +61 3 9286 7000