Ellerston Australian Share Fund

The Fund is an actively managed, concentrated portfolio of Australian listed securities that is benchmark independent with a mid-cap (ex-top 20) orientation.

  • Greater opportunities for alpha generation by broadening our focus beyond the large companies that typically dominate analyst and investor attention.
  • Potential for long-term capital growth and income distributions.
  • An active, “bottom-up” approach to stock selection.
  • Run by Ellerston Capital’s experienced investment specialists with a disciplined investment approach.

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.

Meet the Australian Share Fund Team

Staff Members

Chris Kourtis

Director
Portfolio Manager

David Thomas

Senior Investment Analyst

Daniel Pi

Investment Analyst

Neil Wesley

Senior Analyst

Carlos Castillo

Investment Analyst