Generating alpha in Australian equities

Investment Types

Successful bottom-up equities investing requires a disciplined approach to stock selection, detailed research and an independent thought process to deliver sustainable outperformance, particularly in times of market uncertainty. This is where active management can add value to an equities allocation.

The L1 Capital Long Short Fund is closed to new investors. Please contact us if you would like more information.

L1 Capital Australian Equities Fund

A large cap, long only Australian equities fund that typically invests in 25-35 high quality companies that are fundamentally undervalued and have a positive outlook.

The Fund’s objective is to outperform the S&P / ASX200 Accumulation Index by at least 3% p.a. over the long term.

Investment Highlights

Is one of the best performing large cap, long only funds in Australia.

High quality investment management team.

Rated Highly Recommended by  Zenith and Recommended by Lonsec.

Open to all Australian investors.

Can form part of a core active allocation to Australian equities.

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This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual’s investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold units in the funds should only be made after considering the information contained in the current Product Disclosure Statement (PDS). Applications to invest will only be accepted if made on an application form. The Responsible Entity of the L1 Capital Australian Equities Fund is Equity Trustees Limited ABN 46 004 031 298 AFSL 240975.

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