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 | 8.5% |
Total Return Since Inception | 127.6% |
ASX200 Accum Return Since Inception | 122.8% |
Inception Date | 21 February 2014 |
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 '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 31 March 2024
FYTD | 1 Yr | 3 Yr | 5 Yr | 7 Yr | Inception p.a. | Since inception | |
|---|---|---|---|---|---|---|---|
Blended Australian Equities Fund ^ | 9.4% | 10.2% | 6.4% | 7.2% | 8.2% | 8.5% | 127.6% |
ASX200 Accumulation Index | 13.3% | 14.4% | 9.6% | 9.2% | 8.6% | 8.2% | 122.8% |
Value Add | -3.9% | -4.2% | -3.2% | -2.0% | -0.4% | 0.2% | 4.8% |
^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.