asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSI
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
Flagship Investments Limited (FSI) is a listed investment company that invests in a portfolio of ASX-listed shares. FSI was originally listed as Wilson Investments Taurine Fund. Its name was changed to Flagship Investments Limited (FSI) in October 2012. EC Pohl & Co was assigned as the portfolio manager in conjunction with the decision to change the name of the company to FSI. EC Pohl & Co is a company associated with the Managing Director, who has been managing the portfolio since inception. It aims for medium- to long-term capital growth and income through investing in a diversified portfolio of Australian companies.
- Seeks to identify high-quality companies that are able to grow sales and earnings at rates above GDP.
- Primarily has a buy-and-hold approach, with portfolio churn being minimal.
- Portfolio weightings are determined by the risk-adjusted expected return, subject to some broad guidelines, including: providing exposure to at least 20 companies; and having the majority of investments be in companies with a market cap of greater than $10M.
- Invests in a concentrated portfolio of ASX-listed stocks.
- The company takes high- conviction positions in companies identified as attractive with the top 5 holdings accounting for 29.2% of the portfolio. The portfolio is exposed to companies of all sizes.