Ellerston Australian Share Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: $5,000
Recommended investment period: Minimum: 5 years
The Fund is an actively managed, concentrated portfolio of Australian listed securities that is benchmark independent with a mid-cap (ex-top 20) orientation.Apply Now
|As at 31/10/2023||1 Month||3 Months||6 Months||1 Year||3 Years p.a.||5 Years p.a.||10 Years p.a.||Since |
|Ellerston Australian Share Fund – Class A Units||-5.65%||-11.23%||-10.47%||1.94%||12.19%||5.74%||5.52%||7.94%|
|Fund Name||30/06/2023||30/06/2022||31/03/2022||31/12/2021||30/06/2021||Distribution Frequency|
|Ellerston Australian Share Fund – Class A Units||A$0.0363||A$0.0071||A$0.1995||A$0.0171||A$0.1097||Half-Yearly|
Responsible for leading our investment team, Chris has served as a Director and Portfolio Manager of Ellerston since 2005, and has over 36 years investment experience.
Prior to joining Ellerston, Chris co-founded the Melbourne based Investment Management firm Portfolio Partners in 1994, where he held various positions including Director and Senior Investment Manager and was formerly the Head of Equities until January 2003. It was from that point that he gave up his role to conceive and focus on managing the highly successful Elite Opportunities Concentrated Australian Shares Fund.
Prior to Portfolio Partners, Chris worked as a Senior Portfolio Manager, Deputy Head of Equities and Head of Resources Strategy at County Natwest Australia Investment Management where he was responsible for the management of County’s largest specialist equity mandates.
Chris has a Bachelor of Commerce degree from the University of Melbourne and is a Senior Associate of the Financial Services Institute of Australia.
Chris was inducted into the Australian Fund Managers Foundation Hall of Fame in 2018 in recognition of his contribution to the industry.
Online applications are now easier than ever, please contact us if you have any questions.Apply Now