WaveStone Australian Equity Long Short - Managed Fund

The objective of the WaveStone Australian Equity Long Short managed fund is WaveStone’sinvestment approach focuses on companies which Wave Stone believe exhibit Sustainable Competitive Advantage (SCA). A company’s SCA is determined after analysing its corporate make up or ‘DNA’ and the broader industry dynamics within which it operates. WaveStone then applies a set of valuation, balance sheet and growth tests to further refine the number of companies that are considered suitable for the portfolio.

The strategy of the WaveStone Australian Equity Long Short managed fund is WaveStone’sinvestment approach focuses on companies which Wave Stone believe exhibit Sustainable Competitive Advantage (SCA). A company’s SCA is determined after analysing its corporate make up or ‘DNA’ and the broader industry dynamics within which it operates. WaveStone then applies a set of valuation, balance sheet and growth tests to further refine the number of companies that are considered suitable for the portfolio.

The APIR code of the WaveStone Australian Equity Long Short managed fund is HOW0053AU.

WaveStone Australian Equity Long Short’s total return last month was 3.06%. This was made up of a growth return of 3.16% and an income return of -0.1%. These returns were calculated as at 31 Oct 2026.

WaveStone Australian Equity Long Short’s total return for the last three months was 0.64%. This was made up of a growth return of 0.93% and an income return of -0.29%%. These returns were calculated as at 31 Oct 2026.

WaveStone Australian Equity Long Short’s one-year total return is 2.84%. This was made up of a growth return of 3.83% and an income return of -0.99%. These returns were calculated as at 31 Oct 2026.

WaveStone Australian Equity Long Short’s one-year total return is 7.98%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2026.

The asset allocation of the WaveStone Australian Equity Long Short managed fund is :

The Responsible Entity for the WaveStone Australian Equity Long Short managed fund is WaveStone Capital Pty Limited.

The WaveStone Australian Equity Long Short managed fund belongs to the Equity Australia Long Short sector/asset class.

As at 31 Oct 2026, the size of the WaveStone Australian Equity Long Short managed fund was $68.44 million.

The WaveStone Australian Equity Long Short managed fund has an inception date of 2 Jul 2009.

The current entry price of the WaveStone Australian Equity Long Short managed fund is $1.5796 per unit and the current exit price is $1.5748 per unit (as at 11 Nov 2026).

The current exit price of the WaveStone Australian Equity Long Short managed fund is $1.5748 per unit and the current entry price is $1.5796 per unit (as at 11 Nov 2026).

The minimum initial investment amount for the WaveStone Australian Equity Long Short managed fund is $10,000. Minimum additional investment is $1000.