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 Ordinaries8,826.7048.800.56%
CAC 407,929.7851.320.65%
DAX 4024,583.9234.360.14%
Dow JONES (US)44,458.30217.540.49%
FTSE 1008,958.2091.181.03%
HKSE24,028.37136.050.57%
NASDAQ20,611.34192.870.94%
Nikkei 22539,646.36174.92-0.44%
NZX 50 Index12,760.208.41-0.07%
S&P 5006,263.2637.740.61%
S&P/ASX 2008,589.2050.600.59%
SSE Composite Index3,509.6816.630.48%

Market Movers