• Portfolio Managers:
  Anton Tagliaferro & Michael O'Neill
• Benchmark:
  S&P/ASX 300 Industrial Accumulation Index
• Inception:
  1 May 2002
• ARSN:
  093 182 195
• APIR:
  IML0004AU
• Distribution Frequency:
  Generally semi-annually
• Performance fee:
  nil
• Management fee:
  0.993% p.a. of the net assets of the fund (includes GST).

Investment Objective

The Fund aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the S&P/ASX 300 Industrial Accumulation Index on a rolling four year basis.

Investment Strategy

The Fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand industrial shares, where these shares are identified by our investment team as being undervalued.

For more information please refer to our Distribution page

Past performance is not indicative of future performance as a result past distributions are not indicative of future distributions.

For the most recent research house ratings report please contact your state manager.

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