Australian Growth Fund

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    Unit price

    $6.8251

    as at 14/06/2024
    See performance chart
    Unit price
    $6.8251
    as at 14/06/2024
    See performance chart
    Annualised returnSince inception
    8.3%
    as at 31/05/2024 after fees and before tax
    Annualised return5 year
    10.8%
    as at 31/05/2024 after fees and before tax
    If you had invested $10,000 at inception,today it would be worth...
    $46,081.92
    inception date 14/06/2005
    Minimum investment
    $2,000lump sum
    and / or
    $100per month
    Suggested minimum timeframe
    Risk indicator

    Risk indicator for the Australian Growth Fund:

    Lower risk Higher risk
    1
    2
    3
    4
    5
    6
    7
    Potential lower returnsPotential higher returns

    The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

    1
    6
    7

    About this fund

    The Australian Growth Fund aims to produce long-term growth by investing in a concentrated selection of high quality and growing Australian companies. Our Investment Team hand-pick businesses with durable competitive advantages, that have the capacity to grow earnings for many years, and that are run by high performing management teams.  These companies tend to be global leaders in their field and derive a high proportion of their earnings from international markets. 

    Why choose this fund?

    If you are looking for higher potential growth in your investment over the long term and are comfortable with the volatility that comes with a higher risk fund, and also like the diversification offered by investing in the Australian market, this fund could be a good choice for you.  

    Sector split

    May 2024

    Information technology
    25%
    Financials
    23%
    Health Care
    18%
    Communication services
    15%
    Industrials
    7%
    Consumer discretionary
    5%
    Materials
    3%
    Cash
    2%
    Consumer staples
    1%

    Portfolio holdings

    31 May 2024

    See a selection of the companies the Australian Growth Fund invests in below.

    Significant holdings

    Ansell

    Ansell

    ANZ Bank NZ Ltd

    ANZ Bank NZ Ltd

    AUB Group (Austbrokers)

    AUB Group (Austbrokers)

    Audinate Group Ltd

    Audinate Group Ltd

    Brambles

    Brambles

    Portfolio Team

      Our Managed Funds

      • Conservative Fund

        Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.

        Learn more
      • Growth Fund

        Aims to grow your investment over the long term by investing mainly in growth assets.

        Learn more
      • Income Fund

        Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.

        Learn more
      • Property & Infrastructure Fund

        Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.

        Learn more
      • New Zealand Growth Fund

        Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.

        Learn more
      • Australian Growth Fund

        Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.

        Learn more
      • International Growth Fund

        Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.

        Learn more