Overview
The Greencape Broadcap Fund is designed for investors looking for a diversified portfolio of large, mid and small capitalisation Australians shares. The Fund can invest in between 25 and 70 stocks and whilst the Fund is managed to an index, Greencape applies a 'best ideas mentality'. This means that significant positions may be taken irrespective of the size of the company.
Fund objective
The Fund aims to outperform the S&P/ASX300 Accumulation Index over rolling three-year periods.
Investment approach
Greencape's research is grounded in fundamental analysis, with their efforts focused heavily on an intensive visitation program. Piecing together information from various sources allows Greencape to develop proprietary insights and ultimately arrive at better informed and high conviction investment decisions. Greencape's investment approach involves assessing stocks against a set criteria which are then ranked by the Greencape analysts. This analysis ultimately condenses down to a single stock recommendation ranking.
View more information about Greencape and their investment process.
Greencape Capital - "Rising Star" Fund Manager Of The Year
Greencape Capital was recently named "Rising Star" Fund Manager Of The Year by Money Management/ IMCA.
How to invest
Wholesale PDS - minimum investment $10,000
IDPS PDS
For more information contact your financial planner or call Challenger Investor Services on 13 35 66.
Interests in the Greencape Broadcap Fund are offered by Challenger Managed Investments Limited ABN 94 002 835 592 AFSL 234 668.
The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither product issuer, any Custodian, nor any entity or person associated with the Challenger Financial Services Group of companies guarantees repayment of your capital or the performance of your investment.
The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product.
If you acquire or hold one of our products, we will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and our employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including any Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest with us. Some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.
