SGH20
Description
SGH20 is a high conviction active fund with a stock selection bias. SGH20 seeks to hold a concentrated portfolio of no less than 15 and no more than 25 Australian listed companies that offer favourable fundamental characteristics such as industry outlook, management, and earnings revisions with positive sentiment. The fund is designed for investors looking to significantly grow wealth in the long term by investing in ASX-listed companies.
Investment Objective
Aims to offer long term returns in excess of the following measures over a rolling five year period, although returns are not guaranteed: S&P/ASX 300 Accumulation Index plus 5.00% p.a. (before fees and tax); and Cash Rate (as measured by the UBS Bank Bill Index) plus 5.00% p.a. (before fees and tax).
APIR
ETL0042AU
Commencement
28/10/2004
Buy/Sell Spread
+/- 0.35%
Management Costs
1.230% p.a.¹
Minimum Initial Investment
$50000
Unit Prices
| Date | Purchase | Net Asset Value | Withdrawal |
| 2/09/2010 | $1.7697 | $1.7635 | $1.7574 |
- Footnotes¹Includes estimated GST payable, after taking into account reduced input tax credits (RITC).
- DisclaimerThe Responsible Entity is Equity Trustees Limited (EQT) ABN 46 004 031 298, AFSL No. 240975. Detailed information about the product is contained in the Product Disclosure Statement. Unless specifically stated, the repayment of capital or performance of our products is not guaranteed. Past performance is not indicative of future performance. This information is provided for persons in Australia only and is not provided for the use of any person who is in any other country.
- Contact Us1300 555 378