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Our Australian share investment options suit investors looking for a solution for the Australian shares allocation of their portfolio. The investment managers invest in companies listed on the Australian Securities Exchange (and other regulated exchanges).

MLC Australian Shares

The fund invests primarily in companies listed (or expected to be listed) on the Australian Securities Exchange (and other regulated exchanges), and is typically diversified across major listed industry groups. It may have a small exposure to companies listed outside of Australia from time to time.

 

Objective: Outperform the Benchmark (after fees and before tax) over 10 years.

 

Risk level: High.

(estimate of 4 to 6 negative annual returns in any 20 year period)

 

100% Australian shares

 

Minimum time to invest: 7 years.

MLC IncomeBuilder

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.

 

 

Objective: Provide a growing income stream (excluding capital gains) over 7-year periods.

 

Risk level: High.

(estimate of 4 to 6 negative annual returns in any 20 year period)

 

 

100% Australian shares.

 

Minimum time to invest: 7 years.

MLC Australian Shares Index

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.

 

 

Objective: Track the Benchmark (before fees and tax).

 

Risk level: High.

(estimate of 4 to 6 negative annual returns in any 20 year period)

 

 

100% Australian shares.

 

Minimum time to invest: 7 years.

Antares Elite Opportunities Fund

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.

 

 

Objective: Outperform the Benchmark (after fees and before tax) over rolling 5 year periods.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

95-100% Australian shares / 0-5% Cash and cash equivalents

 

Minimum time to invest: 5 years.

Antares High Growth Shares Fund

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.

 

 

Objective: Outperform the Benchmark (after fees and before tax) over rolling 5 year periods.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

90-125% Australian shares (Long) / (25%) – 0% Australian shares (Short) / 0-10% Cash and cash equivalents.

 

Time to invest: 5 years plus.

Ausbil Australian Emerging Leaders Fund

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.

 

 

Objective: Returns above the Benchmark over the medium to long term (before fees and tax).

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

90-100% Australian shares / 0-10% Cash.

 

Minimum time to invest: 5 years.

Fairview Equity Partners Emerging Companies Fund

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.

 

 

Objective: Earn a return (after fees and before tax) which exceeds the Benchmark over rolling 5 year periods.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

90-100% Australian shares / 0-10% Cash and cash equivalents

 

Minimum time to invest: 5 years.

Investors Mutual Australian Share Fund

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.

 

 

Objective: Provide a return (after fees and expenses and before taxes) which exceeds the Benchmark, over rolling four year periods.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

90-100% Australian shares / 0-10% Cash.

 

Minimum time to invest: 4 to 5 years.

Perpetual Australian Share Fund

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.

 

Objective: Outperform the Benchmark (before fees and taxes) over rolling three-year periods.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

90-100% Australian shares / 0-10% Cash.

 

Minimum time to invest: 5 years.

Schroder Wholesale Australian Equity Fund

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.

 

Objective: Outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long-term.

 

Risk level: Very high.

(estimate of 6 or more negative annual returns in any 20 year period)

 

 

95-100% Australian shares / 0-5% Cash.

 

Minimum time to invest: 3 to 5 years.

Performance

For past performance information contact us on 132 652 

For profiles on all options, visit the Fund Profile Tool.

 

Fees and costs

For all investment fees and costs and transaction costs for each investment option, view the Product Disclosure Statement and Fee Brochure for your product:

 

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