L1 Capital Australian Equities Fund

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.

Strategy
Concentrated Australian Equities Fund
Objective
To outperform the benchmark over rolling 3 year periods
Asset Class
Australian Equities
Benchmark
S&P ASX 200 Accumulation Index
Number of Securities
Typically 25 to 35
Minimum Investment
AUD$250,000
Subscription Frequency
Weekly
Redemption Frequency
Weekly

L1CAEF April 2017 Data

Gross Performance as at 30 April 2017. Inception Date 22 August 2007.
Note: Past performance is not a reliable indicator of future performance.

Fund Characteristics
Typical Exposure
Stock Numbers
25 to 35 Stocks
Large Cap
75% to 90%
Small Cap
10% to 25%
Cash
0% to 5%
Shorting
No
Gearing
No
Options
No
Foreign Exchange
No
International
No

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
Email [email protected]

Application Forms: