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  5. Experts' Choice Australian Shares - Managed fund profile

Experts' Choice Australian Shares - Managed Fund (Closed)

Fund Objective
To provide high relative investment growth over the long term by investing in Australian shares,which exceed the Fund's performance benchmark after costs and before tax.
Fund Strategy
The Experts' Choice Australian Shares Fund (referred to in this Fund profile as the 'Fund') currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed Australian companies. The Fund diversifies manager risk across a range of investment managers. Exposures are to products we considerto be high quality within the various investment styles used when investing in the Australian equity market.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.7% -2.79% 3.19% 10.98% 11.03% 7.81% 8.49% 7.11%
Growth return -2.7% -3.59% 2.34% -2.48% 0.42% -1.28% 0.43% -1.42%
Income return 0% 0.8% 0.85% 13.46% 10.61% 9.09% 8.06% 8.53%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Experts' Choice Australian Shares
Australian Equities
99.81%
Cash
0.19%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Experts' Choice Australian Shares (Wholesale)
Closed
IPAC Asset Management Limited
HLR0002AU
Equity Australia Large Blend
starstarstar (as at 28 Feb 2025)
Investment Fund
12 Mar 1996
$63.12 million (as at 31 Dec 2024)
n/a
$0.9512 (as at 20 Mar 2025)
Finalised
Offer information
Type Description
MER 1.08% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 0.96% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.11
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
Regal Australian Active Extension Trust Equity 15.03%
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FAQs about the Experts' Choice Australian Shares

The objective of the Experts' Choice Australian Shares managed fund is To provide high relative investment growth over the long term by investing in Australian shares,which exceed the Fund's performance benchmark after costs and before tax.

The strategy of the Experts' Choice Australian Shares managed fund is The Experts' Choice Australian Shares Fund (referred to in this Fund profile as the 'Fund') currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed Australian companies. The Fund diversifies manager risk across a range of investment managers. Exposures are to products we considerto be high quality within the various investment styles used when investing in the Australian equity market.

The APIR code of the Experts' Choice Australian Shares managed fund is HLR0002AU.

Experts' Choice Australian Shares’s total return last month was -2.7%. This was made up of a growth return of -2.7% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

Experts' Choice Australian Shares’s total return for the last three months was -2.79%. This was made up of a growth return of -3.59% and an income return of 0.8%%. These returns were calculated as at 28 Feb 2025.

Experts' Choice Australian Shares’s one-year total return is 10.98%. This was made up of a growth return of -2.48% and an income return of 13.46%. These returns were calculated as at 28 Feb 2025.

Experts' Choice Australian Shares’s one-year total return is 7.81%. This was made up of a growth return of -1.28% and an income return of 9.09%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the Experts' Choice Australian Shares managed fund is :

Australian Equities
99.81%
Cash
0.19%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Experts' Choice Australian Shares managed fund is IPAC Asset Management Limited.

The Experts' Choice Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Dec 2024, the size of the Experts' Choice Australian Shares managed fund was $63.12 million.

The Experts' Choice Australian Shares managed fund has an inception date of 12 Mar 1996.

The current entry price of the Experts' Choice Australian Shares managed fund is $ per unit and the current exit price is $0.9512 per unit (as at 20 Mar 2025).

The current exit price of the Experts' Choice Australian Shares managed fund is $0.9512 per unit and the current entry price is $ per unit (as at 20 Mar 2025).

The minimum initial investment amount for the Experts' Choice Australian Shares managed fund is $500,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.