The fund invests primarily in listed Australian companies that have the potential to provide future sustainable or growing dividends.

The fund is expected to generate tax-efficient returns by:

• Investing in companies expected to have high franking levels, and
• Carefully managing the realisation of capital gains, where possible.

The fund is expected to provide returns consistent with investing in a broad range of Australian companies.

The fund will hold most of the securities in the Benchmark, S&P/ASX300 Total Return Index, allowing for individual security weightings to vary marginally from the Benchmark. The fund is typically diversified across major listed industry groups.

The fund is an actively managed concentrated portfolio of Australian listed shares containing only Antares’ highest conviction investment ideas. The fund isn't constrained by the Benchmark's industry or company weights, giving Antares the flexibility to invest in their best investment ideas.

The fund is an actively managed portfolio of Australian listed shares investing in both long and short positions, using active trading, along with the use of derivatives with the aim of enhancing returns for investors.

The fund predominantly invests in a portfolio of mid and small cap Australian equities primarily chosen from the S&P/ASX 300 Index, but generally excludes securities from the S&P/ASX 50 Index. In addition, the fund may invest in unlisted companies which are expected to be listed on any recognised exchange.

Fairview's investment philosophy is based on the belief that opportunities for identifying mispriced shares are greatest within the small companies segment of the market. This is primarily because many small companies tend to be under-researched and therefore have the potential to offer investors significant upside.

The fund invests in a diversified portfolio of quality ASX listed Australian industrial and resource shares, where these shares are identified by our investment team as being undervalued.

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced.

With an established pedigree of investing in Australian equities for over 50 years, the Schroder Wholesale Australian Equity Fund is an actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage.