|Manager||Fund Name||Investment Style||Website|
|Greencape Capital Pty Ltd||Greencape Fund||greencapecapital.com|
|DNR Capital||DNR Capital High Conviction Fund||dnrcapital.com.au|
|Legg Mason Asset Management Australia Ltd||Legg Mason Value Fund||leggmason.com.au/en|
|Macquarie Investment Management Australia Ltd||Macquarie True Index Australian|
The Macquarie True Index Australian Shares Fund aims to provide investors with pre-tax returns that equal the returns of the S&P/ASX 300 Accumulation Index.
The Fund achieves this by:
These arrangements enable the Fund to provide True Indexing regardless of the performance of the Underlying Investments.
|Plato Investment Management||Australian Shares Core Investment Strategy|
Plato Investment Management is a quantitative investment manager with a distinctive after-tax return focus.
The ‘Core’ strategy has a performance objective to outperform the benchmark (either S&P/ASX 200 or 300) by 2-3% p.a. over rolling three to five year periods. The ‘Enhanced’ strategy has a performance objective to outperform the benchmark (S&P/ASX 300) by 1% p.a. over rolling three to five year periods.
Plato's approach focusses specifically on pre and post retirement requirements. Their portfolio construction approach is is very systematic and is one of the key differentiating factors to the other managers. Plato actively trade in the periods around dividend announcement and Dividend ex-dates, with research showing this to be a value accreting strategy, especially where combined with other “signals”.
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