Yarra Ex-20 Australian Equities Fund

The Fund seeks superior returns, providing investors with access to a diverse and balanced offering strong growth potential over the medium to long-term. In excluding the largest 20 stocks on the Australian Securities Exchange by market capitalisation (‘ASX20’), the Fund aims to outperform the S&P/ASX 300 ex S&P/ASX 20 Accumulation Index over rolling three-year periods. The portfolio typically holds between 15 – 30 stocks, providing investors with a concentrated portfolio built around stock-specific insights.