Australian Equities Income Portfolio
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
Blackmore Capital Pty Ltd
S&P/ASX 200 Accumulation Index
Investment Time Horizon
Minimum of 5 years
Number of stocks in portfolio
20 – 40
Maximum shareholding limit
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
Total Return Since Inception
ASX200 Accum Return Since Inception
9 May 2014
Net performance as at31 October 2023
Australian Equities Income Fund ^
ASX200 Accumulation Index
^ 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.