A benchmark independent fund with a mid cap (ex top 20) bias
At a Glance
The Ellerston Australian Share Fund is a high conviction fund that looks beyond just investing in the Top 20 stocks in order to capture the neglected opportunities created by under-researched stocks in the broader Australian market.
The capital invested in each stock is solely dependent on our assessment of its ability to generate superior risk adjusted returns in the future, not on its benchmark weighting.
+ Disclaimer and Notes
Ellerston Capital Limited ABN 34 110 397 674 AFSL 283000 is the responsible entity and issuer of units in the Ellerston Australian Share Fund ARSN 135 591 534. Any information is general and does not take into account your personal objectives, financial situation or needs. Accordingly you should consider the Product Disclosure Statement before deciding whether to acquire or continue to hold units in the Fund available from this website or by contacting us on 02 9021 7797.