Overlay Australian Share Fund
The Ellerston Overlay ASF builds on our core Australian equity offering and capabilities, while delivering additional income opportunistically through options strategies and short-term trading opportunities.Apply Online
Unit PricesDownload historical prices
Performance (Net %)Download
|Fund Name||1 Month||3 Months||6 Months||1 Year||3 Years p.a.||5 Years p.a.||10 Years p.a.||Since |
|Overlay Australian Share Fund (Class A)||0.86%||-2.48%||-3.41%||-0.78%||8.41%||6.51%||8.62%||7.42%|
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.
Apply to this fund online
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