Australian Share Fund
The Fund is an actively managed, concentrated portfolio of Australian listed securities that is benchmark independent with a mid-cap (ex-top 20) orientation.Apply Online
Performance (Net %)Download
|Fund Name||1 Month||3 Months||6 Months||1 Year||3 Years p.a.||5 Years p.a.||10 Years p.a.||Since |
|Australian Share Fund – Class A||2.00%||10.78%||18.74%||35.77%||5.35%||8.72%||7.82%||9.03%|
Unit PricesDownload historical prices
July Unit Prices
During July, there may be delays in issuing unit prices as we finalise the Fund’s distribution for the financial year ended 30 June 2021. We expect to have the unit prices available for the Fund by mid-July. Please contact the Ellerston Investor Relations team at email@example.com or 02 9021 7701, if you have any questions.
Responsible for leading our investment team, Chris has served as a Director and Portfolio Manager of Ellerston since 2005, and has over 35 years investment experience.
Prior to joining Ellerston, Chris co-founded the Melbourne based Investment Management firm Portfolio Partners in 1994, where he held various positions including Director and Senior Investment Manager and was formerly the Head of Equities until January 2003. It was from that point that he gave up his role to conceive and focus on managing the highly successful Elite Opportunities Concentrated Australian Shares Fund.
Prior to Portfolio Partners, Chris worked as a Senior Portfolio Manager, Deputy Head of Equities and Head of Resources Strategy at County Natwest Australia Investment Management where he was responsible for the management of County’s largest specialist equity mandates.
Chris has a Bachelor of Commerce degree from the University of Melbourne and is a Senior Associate of the Financial Services Institute of Australia. Chris was inducted into the Australian Fund Managers Foundation Hall of Fame in 2018 in recognition of his contribution to the industry.
Apply to this Fund online
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