InvestSMART

Medallion Australian Equities Growth - Managed Fund

Fund Objective
To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio of ASX 300 listed stocks.
Fund Strategy
To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio of ASX 300 listed stocks.
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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 -8.04% -12.65% 6.46% -8% -0.66% 7.68% -% -%
Growth return -8.94% -13.28% 6.08% -7.99% -0.65% 7.69% -% -%
Income return 0.9% 0.63% 0.38% -0.01% -0.01% -0.01% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -2.42% 1.33% 5.43% 2.68% 6.55% 11.4% 7.68% 9.04%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
95.91%
International Equities
3.72%
Cash
-0.42%
Property & Infrastructure
1.19%
Fixed Interest
-0.37%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Medallion Australian Equities Growth
MSC2414AU
Equity Australia Large Growth
starstarstar (as at 31 Aug 2026)
Investment Fund
1 Mar 2023
n/a
$1.206 (as at 20 Oct 2026)
$1.2 (as at 20 Oct 2026)
Open
Offer information
Type Description
MER 1.50% (as at 22 Jun 2025)
Minimum initial investment $25,000
Minimum additional investments $10,000.00
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FAQs about the Medallion Australian Equities Growth

The objective of the Medallion Australian Equities Growth managed fund is To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio of ASX 300 listed stocks.

The strategy of the Medallion Australian Equities Growth managed fund is To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio To generate strong, risk adjusted total returns – capital growth and income – primarily from a carefully constructed and actively traded portfolio of ASX 300 listed stocks.

The APIR code of the Medallion Australian Equities Growth managed fund is MSC2414AU.

Medallion Australian Equities Growth’s total return last month was -8.04%. This was made up of a growth return of -8.94% and an income return of 0.9%. These returns were calculated as at 30 Sep 2026.

Medallion Australian Equities Growth’s total return for the last three months was -12.65%. This was made up of a growth return of -13.28% and an income return of 0.63%%. These returns were calculated as at 30 Sep 2026.

Medallion Australian Equities Growth’s one-year total return is -8%. This was made up of a growth return of -7.99% and an income return of -0.01%. These returns were calculated as at 30 Sep 2026.

Medallion Australian Equities Growth’s one-year total return is 7.68%. This was made up of a growth return of 7.69% and an income return of -0.01%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Medallion Australian Equities Growth managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Medallion Australian Equities Growth managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at , the size of the Medallion Australian Equities Growth managed fund was $ million.

The Medallion Australian Equities Growth managed fund has an inception date of 1 Mar 2023.

The current entry price of the Medallion Australian Equities Growth managed fund is $1.206 per unit and the current exit price is $1.2 per unit (as at 20 Oct 2026).

The current exit price of the Medallion Australian Equities Growth managed fund is $1.2 per unit and the current entry price is $1.206 per unit (as at 20 Oct 2026).

The minimum initial investment amount for the Medallion Australian Equities Growth managed fund is $25,000. Minimum additional investment is $10000.

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.