Australian Equities Income Portfolio

Portfolio Objective

The Australian Equities Income Portfolio seeks to deliver long term growth in both capital and income by investing in Australian listed equities. The portfolio aims to do so with lower volatility and greater downside protection relative to the S&P/ASX 200 Accumulation index benchmark.

Suitable for investors who seek:

Exposure to the Australian share market

with a long-term investment objective

An income stream  

via exposure to the Australian share market

A lower turnover portfolio

for tax effective performance

A lower level of volatility and greater downside protection 

relative to the S&P/ASX 200 Accumulation Index

Manager
Blackmore Capital Pty Ltd
Inception Date
May 2014
Benchmark
S&P/ASX 200 Accumulation Index
Investment Time Horizon
Minimum of 5 years
Management Fee
0.6%
Number of stocks in portfolio
20 – 40
Maximum shareholding limit
10%
Performance

This chart represents the performance of the Blackmore Capital Australian Equities Income Portfolio since inception (May 2014) and is inclusive of reinvestment of dividends. Past performance is not a reliable indicator of future performance.

Annualised Return Since Inception
8.4%
Total Return Since Inception
82.2%
ASX200 Accum Return Since Inception
82.3%
Inception Date
9 May 2014

Net performance as at 30 September 2021

FYTD
1 Yr
3 Yr
5 Yr
Inception p.a.
Since inception
Australian Equities Income Fund ^
3.0%
25.6%
7.7%
8.1%
8.4%
82.2%
ASX200 Accumulation Index
1.7%
30.6%
9.7%
10.4%
8.5%
82.3%
Value Add (gross)
1.3%
-5.0%
-2.0%
-2.4%
0.0%
0.0%

^ Returns are net of management fees. Performance includes reinvestment of all dividends and excludes franking credits. 

Past performance is not an indicator of future performance.