Ironbark Karara Australian Share Fund

Unit price as at 14 Dec 2017

Application Price

1.6393

Withdrawal Price

1.6311
Download unit price history
Information on Australian companies is widely available; but successful stock picking requires a specialist approach

The Ironbark Karara Australian Share Fund (“the Fund”) offers investors a unique opportunity to tap into the expertise of two integrated large and small cap strategies – without the constraints of specific benchmark allocations, investment styles or sector biases.

The Fund aims to outperform the benchmark, the S&P/ASX 300 Accumulation Index, before fees over rolling 4-year periods.


Why Invest?
  • Invests in a high conviction portfolio of large cap stocks and tactically invests in a diversified portfolio of small cap stocks
  • Truly unconstrained, high conviction approach designed to perform across market conditions
  • Tax efficient (low turnover) and attractively priced
  • Managed by an experienced, specialist team decades of experience in high conviction investing

Fund Information

Asset Class

Australian Equities

Responsible Entity

Ironbark Asset Management (Fund Services) Limited

APIR

PAT0001AU

ARSN

114 291 299

Benchmark

S&P/ASX 300 Accumulation Index

Suggested Investment Period

At least 5 years

Fund Inception Date

30 June 2005

Number of Stocks

25 - 35

Income Distribution

Half yearly (June & December)

Buy/Sell

+0.25%/-0.25%


Important Information

Please see the Product Disclosure Statement (PDS) for further details. Although the above information is taken from sources believed to be accurate, no warranty is given as to its accuracy, completeness or availability. Pricing: For daily priced funds, unit prices are calculated each business day based upon the net value of each fund divided by the number of units on issue in each fund. Unit prices may be delayed following the end of a distribution period or for other reasons. The Buy/Sell spread is applied to increase the purchase unit price by an allowance for the estimated costs of the purchase of assets in the fund and to reduce the redemption unit price by an allowance for the estimated costs of the sale of assets in the fund.