About the Fund
The Experts’ Choice Australian Shares Fund (the Fund) invests in managed investments that hold Australian shares and other securities listed on the Australian Stock Exchange. The Fund aims to provide high relative capital growth over the long term above the Fund’s performance benchmark (after costs and before tax).
To provide high relative investment growth over the long term by investing in Australian shares, which exceed the Fund's performance benchmark after costs and before tax.
Markets can change often and abruptly; it’s important that we have the flexibility to adapt with them, so we can increase exposure to rising assets and reduce risk by avoiding or selling unattractive assets.
Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days. The constitution allows for payments to be made within 30 calendar days.
What are the risks?
The Fund may be suitable for a consumer with a higher risk profile who can accept higher potential losses (eg has the ability to bear up to 6 negative returns over a 20-year period (SRM 6)) in order to target a higher return.
The ‘Risks of investing’ section of the Product Disclosure Statement and Incorporated Information for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.
For more detailed information relating to the risks of the fund, please refer to the relevant Product Disclosure Statement.
View our pricing and performance page for more information
Platform Fund
Fund details
| APIR code | HLR0002AU |
| Minimum investment | $10,000,000 |
| Investment objective | To provide high relative investment growth over the long term by investing in Australian shares, which exceed the Fund's performance benchmark after costs and before tax. The benchmark for the fund is S&P/ASX 300 Accumulation Index. |
| Investment approach | The Experts' Choice Australian Shares Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed Australian companies. The Fund diversifies manager risk across a range of investment managers. Exposures are to products which we consider high quality within the various investment styles used when investing in the Australian equity market. The diversity of exposure by investment style minimises the risk of underperformance should one particular investment style be out of favour within a particular investment timeframe. |
| Minimum suggested timeframe | 5 years |
| Distribution frequency | Half-yearly |
| Product inception date | 07 Sep 1995 |
| Risk level (1-7) | 7. Very high |
| Product status | Open |
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What you need to know
This information has been prepared by National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM). This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of NMFM.
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their objectives, financial situation and needs.
The investment option referred to on this page is available through products issued by N.M. Superannuation Proprietary Ltd ABN 31 008 428 322, AFSL 234654 (NM Super)..
Neither NM Super, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. All information on this website is subject to change without notice. NMFM is part of the AMP group.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report. For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.