New to mFund

Back to articles

Ausbil launch Ausbil Australian Concentrated Equity Fund & Ausbil Active Sustainable Equity Fund

New to mFund
30 April 2018

Access the funds via mFund codes AXW07 & AXW08

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.

Ausbil’s active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.

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.

Ausbil Australian Concentrated Equity Fund (AXW07)

The Fund provides exposure to an actively managed concentrated portfolio, predominantly made up of 20-30 listed companies.

The Fund aims to achieve returns (before fees and taxes) in excess of the S&P/ASX 300 Accumulation Index over medium to long term with moderate tax effective income.

Access the PDS here.

Read the latest performance update here.

Ausbil Active Sustainable Equity Fund (AXW08)

The Fund’s aim is to outperform the S&P/ASX 200 Accumulation Index over the long term by primarily investing in listed Australian companies which meet Ausbil’s sustainability approach to investing.

Ausbil’s sustainable approach to investing allows the Fund to invest in companies that have a relatively good sustainability profile, as well as the removal of companies’ subject to long-term earnings risk from sustainability factors, whilst actively engaging with companies on sustainability issues and the wider industry that they operate in. The Fund will generally hold between 30 to 45 listed companies.

The Fund is designed for investors with a sustainable approach to investing, who have at least a five-year investment time horizon and wish to benefit for the long-term capital gains available from the share investments and who are comfortable with fluctuations in capital value in the short to medium term.

Access the PDS here.

Read the latest performance update here.


The information contained in this document has been prepared for general use only and does not take into account your personal investment objectives, financial situation or particular needs.  Before you make any decision about whether to invest in a financial product, you should obtain and consider the Product Disclosure Statement of the financial product.
The information provided by Ausbil Investment Management Limited (ABN 26 076 316 473 AFSL 229722) has been done so in good faith and has been derived from sources believed to be accurate at the time of compilation. Changes in circumstances, including unlawful interference and unauthorised tampering, after the date of publication may impact on the accuracy of the information. Ausbil Investment Management Limited accepts no responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis of the information included.  Past performance is not a reliable indicator of future performance.
Ausbil Investment Management Limited does not guarantee the performance of the Funds, the repayment of capital or any particular rate of return. The performance of any unit trust depends on the performance of its underlying investment which can fall as well as rise and can result in both capital losses and gains. Consequently, due to market influences, no assurance can be given that all stated objectives will be achieved.