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Firetrail Australian High Conviction Fund

Investment objective

The fund aims to outperform the ASX200 accumulation index over the medium to long term.

Investment strategy

The Fund provides exposure to a concentrated portfolio of approximately 25 Australian securities at any time. Only those securities that Firetrail’s investment team has the highest conviction to generate the greatest returns will be included in the portfolio. The process employs an unconstrained approach to fundamental research to identify companies Firetrail believes offer the most attractive forecast returns based on our medium-term view.

Investment manager

Firetrail Investments Pty Limited is a boutique investment management firm based in Sydney, Australia that specialises in high conviction investing. The firm was established in 2018 with the goal to align their people with their clients. Importantly, the firm is majority owned by the investment staff and the team is invested alongside clients in the investment strategies.

Unit prices

Buy Price ($)
Sell Price ($)

Key features

APIR CodeOVS5658AU
FactsheetDownload
Risk level6 – high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total net management fee1.27% p.a.
Recommended minimimum investment period5 years

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

Net performance* (%)1 mth3 mth
Firetrail Australian High Conviction Fund-1.411.20

*As at 31 May 2019

Asset allocation

Min %Max %
Australian equities90100
Cash010

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