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Ausbil launch 130/30 Focus Fund (mFund code: AXW05)

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mFund
24 October 2017

Ausbil launch new equities fund

Ausbil Investment Management Limited is a leading Australian investment manager. Established in April 1997, Ausbil’s core business is the management of Australian equities for major superannuation funds, institutional investors, master trust and retail clients. Ausbil is owned by its employees and New York Life Investment Management (NYLIM), a wholly-owned subsidiary of New York Life Insurance Company.

Ausbil employs a ‘core/style indifferent’ investment approach, based on the belief that earnings and earnings revisions are the key drivers of stock prices. We seek to identify earnings changes/trends at an early stage and our Portfolios comprise both ‘value’ and ‘growth’ securities. ESG factors are also an essential aspect of Ausbil’s investment research for identifying opportunities, as well as the early identification of potential earnings risks. Ausbil’s objective is to add value across all market conditions.

The 130/30 Focus Fund amplifies Ausbil’s successful stock selection skills by allowing both long and short equity positions. The Investment aim of the Fund is to outperform the S&P/ASX 200 Accumulation Index over the long term by investing primarily in listed Australian securities, long and short.

The 130/30 Focus Fund strives for risk-adjusted alpha. It’s all about getting financial rewards for negative stock views as well as positive stock views.

The strategy provides an expanded opportunity set to generate alpha, i.e., negative views are rewarded through shorting, while positive views are rewarded through increased exposure, this enables the Fund to add value in both rising and falling markets. It also offers an element of capital preservation as the process is designed to limit downside risk.

The Ausbil 130/30 Focus Fund has a proven track record of generating alpha through all market environments. It has an unconstrained style and its ESG overlay is a particularly good lead indicator for shorting opportunities.

To learn more about the fund, access the PDS, read the latest performance update or view the video by FNN with Ausbil discussing the fund.

For further information, please view the Product Disclosure Statement or Fund Profile available at the Fund information page.