September, 2020
The IOOF WealthBuilder Australian Shares Fund (Fund) invests in a diversified range of industrial and resource companies listed (or soon to be listed) on the Australian Stock Exchange (ASX).
At least 80% of the Fund’s investments in Australian equities are in Top 100 ASX companies. The Fund will attempt to be fully invested in shares at all times with cash exposure not exceeding 5% for any length of time.
The Fund is authorised to utilise approved derivative instruments, subject to the specific restriction that derivative instruments cannot be used to gear portfolio exposure. When used for investment purposes, no more than 30% of the Fund can be exposed to derivative instruments as determined by their market equivalent exposure.
File:ticker: IOF0017AU
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IOOF WealthBuilder Australian Shares Fund aims to achieve a high level of capital growth over the long-term with returns that outperform the S&P/ASX 300 Accumulation Index, measured on a rolling three year basis, by investing in a diversified portfolio of Australian industrial and resource shares.
- Invests in a diversified range of industrial and resource companies listed (or soon to be listed) on the Australian Stock Exchange (ASX).
- At least 80% of the Fund’s investments in Australian equities are in Top 100 ASX companies.
- attempt to be fully invested in shares at all times with cash exposure not exceeding 5% for any length of time
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asset_class: Domestic Equity
asset_category: Australia Large Growth
peer_benchmark: Domestic Equity - Large Growth Index
broad_market_index: ASX Index 200 Index
structure: Managed Fund