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Blended Australian

Equities Portfolio

Portfolio Objective
Performance
Fund Documents
Research Rating
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
8.2%
Total Return Since Inception
122.9%
ASX200 Accum Return Since Inception
116.2%
Inception Date
21 February 2014
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.

RB_Recommended_edited.jpg

The Blackmore Capital Blended Australian Equity Fund has received an 'Recommended' Rating

 

Recommended Rating - Zenith believes that the Fund (or Product) has a high probability of meeting its stated investment objectives. In a relative context, the Fund (or Product) scores highly across most of Zenith’s key areas of assessment.

Net performance as at 30 April 2024

FYTD
1 Yr
3 Yr
5 Yr
7 Yr
Inception p.a.
Since inception
Blended Australian Equities Fund ^
7.2%
6.2%
4.6%
6.2%
7.6%
8.2%
112.9%
ASX200 Accumulation Index
10.0%
9.1%
7.3%
8.0%
8.0%
7.9%
116.2%
Value Add
-2.8%
-2.8%
-2.7%
-1.8%
-0.4%
0.3%
6.6%

^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.

Fund Documents
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