Yarra Ex-20 Australian Equities Fund
JBW0052AU
Yarra Ex-20 Australian Equities Fund JBW0052AU Strategy
The Fund seeks superior returns, providing investors with access to a diverse and balanced offering strong growth potential over the medium to long-term. In excluding the largest 20 stocks on the Australian Securities Exchange by market capitalisation (‘ASX20’), the Fund aims to outperform the S&P/ASX 300 ex S&P/ASX 20 Accumulation Index over rolling three-year periods. The portfolio typically holds between 15 – 30 stocks, providing investors with a concentrated portfolio built around stock-specific insights.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,777.90 | 50.80 | -0.58% |
| CAC 40 | 7,830.24 | 63.53 | 0.82% |
| DAX 40 | 24,395.84 | 188.93 | 0.78% |
| Dow JONES (US) | 44,240.76 | 165.60 | -0.37% |
| FTSE 100 | 8,875.69 | 21.51 | 0.24% |
| HKSE | 23,892.32 | 255.75 | -1.06% |
| NASDAQ | 20,418.46 | 5.95 | 0.03% |
| Nikkei 225 | 39,821.28 | 132.47 | 0.33% |
| NZX 50 Index | 12,768.61 | 90.41 | -0.70% |
| S&P 500 | 6,225.52 | 4.46 | -0.07% |
| S&P/ASX 200 | 8,538.60 | 52.10 | -0.61% |
| SSE Composite Index | 3,493.05 | 4.43 | -0.13% |