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
FYTD
1 Yr
3 Yr
5 Yr
Inception p.a.
Since inception
Blended Australian Equities Fund ^
23.5%
28.1%
12.8%
11.7%
11.8%
124.8%
ASX200 Accumulation Index
25.0%
28.2%
9.9%
10.1%
8.3%
79.1%
Value Add (gross)
-1.5%
-0.2%
2.8%
1.6%
3.4%
45.7%

^ Gross performance (pre fees) assuming all distributions & franking credits reinvested from inception.

Past performance is not an indicator of future performance.

Net performance as at 31May 2021

Research Rating
SQM Rating.jpg

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.

Rating - Zenith.jpg

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.

Fund Documents