Fund overview

The Evans & Partners Australian Flagship Fund aims to provide investors with capital growth, attractive risk-adjusted returns and stable distributions over the medium to long-term through exposure to quality Australian equities that are well positioned to deliver sustainable earnings growth and returns on capital.

Investment objective and strategy

The Fund will target a concentrated portfolio of listed securities drawn from the ASX with a focus on the S&P/ASX200. These securities will exhibit some or all of the following characteristics:

  • strong industry thematic;
  • a sustainable competitive advantage;
  • attractive risk-adjusted returns;
  • growing dividends;
  • quality board and management; and
  • attractive valuation.

Unit price chart


*Past performance is not a reliable indicator of future performance

Risks

Like all investments, an investment in the Evans & Partners Australian Flagship Fund carries risk which may result in the loss of income or principle invested. In addition to the general risks of investing, specific risk associated with investing in the Fund include, but is not limited to, investment selection and strategy risk, equity risk and concentration risk. For further information about the risks of investing in the Fund please refer to Section 6 of the Product Disclosure Statement.

Fund facts and performance

Inception date

April 2018

ASX ticker

EFF


Unit price

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