Blended Australian
Equities Portfolio
Portfolio Objective
The Blended Australian Equities Portfolio seeks to generate long-term capital appreciation 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:
Long-term capital growth
via exposure to the Australian share market
A relatively lower turnover portfolio
or 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 | February 2014 |
Benchmark | S&P/ASX 200 Accumulation Index |
Investment Time Horizon | Minimum of 5 years |
Management Fee | 0.60% |
Number of stocks in portfolio | 20 - 40 |
Maximum shareholding limit | 12% |
Performance
This chart represents the performance of the Blackmore Capital Blended Australian Equities Portfolio since inception (February 2014) and is inclusive of reinvestment of dividends. Past performance is not a reliable indicator of future performance.
Annualised Return Since Inception | 11.0% |
Total Return Since Inception | 110.3% |
ASX200 Accum Return Since Inception | 69.1% |
Inception Date | 21 February 2014 |
Net performance as at 30 June 2021
FYTD | 1 Yr | 3 Yr | 5 Yr | Inception p.a. | Since inception | |
|---|---|---|---|---|---|---|
Blended Australian Equities Fund ^ | 23.1% | 23.1% | 10.0% | 10.9% | 10.1% | 103.4% |
ASX200 Accumulation Index | 27.8% | 27.8% | 9.6% | 11.2% | 8.6% | 83.2% |
Value Add (gross) | -4.7% | -4.7% | 0.4% | -0.2% | 1.6% | 20.2% |
^ Gross performance (pre fees) assuming all distributions & franking credits reinvested from inception.
Past performance is not an indicator of future performance.
Research Rating
SQM Research is an independent research house which specialises in providing research and data to financial institutions, financial advisers & investors.
The Blackmore Capital Blended Australian Equity Fund has received a 4.25 Star (Superior) Rating
Superior - Suitable for inclusion on most APLs. SQM Research considers the Fund has substantial potential to outperform over the medium-to-long term. Past returns have tended to be strong. PDS compliance processes are high-quality. There are no material corporate governance concerns. Management is of a very high calibre.
The Blackmore Capital Blended Australian Equity Fund has received an 'Approved' Rating
Approved Rating - Zenith believes that the Fund (or Product) should produce outcomes consistent with its stated investment objectives, albeit we have identified areas for potential improvement across Zenith’s key areas of assessment.