Dynamic Australian Equity Fund
The WaveStone Dynamic Australian Equity Fund offers investors a benchmark unaware long/short Australian equities opportunity with the objective to add value over the long term through a high conviction portfolio.
|Objective||The Fund aims to provide capital growth over the long term (at least five years).|
|Benchmark||The Fund does not attempt to track any benchmark.|
|Stocks held||Typically between 25 and 50|
|Investment universe||The Fund may:
|Minimum investment timeframe||At least five years|
|Minimum initial investment||$10,000 or $1,000 with Regular Savings Plan|
|Management fee||0.99% p.a. of the net asset value of the Fund|
|Performance fee||15% of the Fund’s return above the S&P/ASX 300 Accumulation Index|
You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. These documents are available on the Apply Now page on this website.