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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$1,000 |
| Expected Close Date |
Ongoing |
| Description |
The AUI-Platypus Australian Equities Trust invests in a small portfolio of Australian shares. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The AUI Platypus Equities Trust aims to provide market leading returns over the medium to long-term from a concentrated portfolio of Australian shares. The Fund aims to deliver a pre-fee investment return (before taxes) that outperforms the S&P/ASX300 Accumulation Index over a rolling three year period by 4% per annum.
Key benefits
- Access to one of Australia’s leading, high conviction boutique Australian equities managers
- A concentrated Australian equity portfolio that aims to outperform in all market conditions
- Access to a concentrated portfolio of around 25 – 35 stocks without regard to index influences
Investment strategy
The Fund invests in companies and trusts listed or soon to be listed on the Australian Stock Exchange (ASX) that offer opportunity for above-average investment returns through their growth potential.
Investment approach
The Investment Manager actively seeks opportunities for higher investment returns through combining a top-down thematic approach with bottom-up stock selection, targeting stocks that have a track record of strong earnings growth or are perceived to be under-valued.
Performance(%) as at 31/12/2007*
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1 Mth
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3 Mth
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6 Mth
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1 Year
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Since Inception*
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| Retail Return |
(1.73%) |
1.63% |
7.83% |
30.41% |
26.97% |
S&P/ASX300 Accumulation Index
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(2.64%) |
(2.67%) |
2.90% |
16.22% |
16.60% |
Active Return
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0.91% |
4.35% |
4.93% |
14.19% |
10.36% |
*Returns are calculated after fees and expenses (excluding any entry fees) and assume the reinvestment of distributions. Past performance is not a reliable indicator of future performance. Inception date for Performance Calculations is 30 April 2006.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Australian Unity Investments-Platypus Australian Equities Trust as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.40% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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| Financial Advice | Professional fee for service financial advice - receive advice that is not driven by commissions. more info
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