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
Net Performance as at 30 September 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%
- 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.
Institutional investors, please contact: