The Yarra Ex-20 Australian Equities Fund offers exposure to growing and forward-looking companies that sit outside the S&P/ASX 20. Our high-conviction portfolio provides access to a diverse and balanced investment universe of companies positioned for superior returns and strong growth potential over the medium to long term. The Fund seeks to outperform its benchmark over rolling three-year periods.
Higher returns, less volatility
Our focus on the Ex-20 universe of stocks provides our team with greater opportunity to exploit market inefficiencies that can deliver higher total returns with less volatility.
Greater diversification
The Ex-20 Index invests across a diverse spread of company sectors and size. This lowers the
concentration risk of equity portfolios typically dominated by financials and resources.
Team work
Our large Australian equities team comprises 14 investment professionals with leading experience and calibre. Sector specialists add weight to our rigorous research and analysis.
| Gross Performance 30 November 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra Ex-20 Australian Equities Strategy | 5.27% | 7.23% | 25.00% | 9.66% | 7.36% | 8.22% | 7.52% |
| S&P/ASX 300 ex S&P/ASX ASX 20 Accumulation Index | 4.26% | 6.89% | 23.83% | 6.06% | 6.47% | NA | 7.50% |
| Relative Return | 1.01% | 0.34% | 1.17% | 3.60% | 0.89% | NA | 0.02% |
CHART
| Net Performance 30 November 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra Ex-20 Australian Equities Fund | 5.19% | 6.99% | 23.89% | 8.68% | 6.40% | 7.09% | 6.55% |
| S&P/ASX 300 ex S&P/ASX ASX 20 Accumulation Index | 4.26% | 6.89% | 23.83% | 6.06% | 6.47% | NA | 7.50% |
| Relative Return | 0.93% | 0.10% | 0.05% | 2.62% | -0.07% | NA | -0.95% |
How we invest
To deliver strong and consistent risk-adjusted returns, our team of experts use proprietary research and a portfolio construction process that balances risk and reward. This high-conviction, differentiated portfolio is managed with our style-neutral approach to ensure we are capable of delivering long-term, consistent outperformance.
Driven by insight
Our team undertake over 2,500 meetings each year with management, competitors, customers, uppliers, regulators and industry experts to build a deeper understanding of companies, industries and sectors.
Balanced construction
Our style-neutral approach ensures a portfolio with no growth or value bias. This balanced approach combines short and long-dated ideas, enabling us to capture opportunities that can deliver through market cycles.
ESG matters
They’re not just a ‘nice to have’. ESG principles are ingrained in the way we research, invest and deliver. Importantly, they are essential to our detailed risk management framework.
Chairman and Head of Australian Equities
Dion Hershan
Deputy Portfolio Manager
Ex-20 Equities
Edward Waller
Our Ex-20 won best Australian Equities Fund (Small/Mid Cap) at the 2024 Financial Newswire Fund Manager of the Year Awards.
Managed by Yarra since 2018, this strategy is available through the UBS Australian Small Companies Fund
Explore
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Additional information
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For more information on how to invest in this Fund, please contact your financial adviser.
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