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A big number for a big first year!
The Guild Capital Australian Equities Fund is one year old. In its first year, the Fund’s wholesale units generated a return of 23.72%* while the retail units returned 22.88%* after all fees. The benchmark** over the same period did 23.49%. That’s a great start to growing wealth for long-term investors.
“These results show that our investment strategy and skill-sets are paying off,” said Lawrie Jonas, Chief Investment Officer of Guild Capital Asset Management (GCAM). Creating long term wealth for our investors is our top priority. Given the high volatility of the sharemarket, this result enables us to face the future with great confidence.”
The Fund’s achievement has been built upon the strength and stability of its investment team. Between them they have 35 years of combined experience in funds management and the core of the team has been working together at Guild for well over five years. The team’s investment philosophy and consistent portfolio construction process when combined with outstanding research, enables it to identify excellent low-risk investment opportunities.
GCAM benefits from the financial and operational strength of the Guild Group and the research excellence of Capital Partners, its business partner, which enhances its offer relative to other boutique investment groups. The focus is on highly predictable, undervalued investment opportunities. A long-term view is taken, which minimises stock turnover and tax liability to investors. For further information about the Fund please call 1300 855 793 or visit www.guildcapital.com.au.
* For the one year ended 11/10/2006. After all management and performance fees.
** S&P/ASX 300 Accumulation Index
This information is for general purposes only and is not intended to substitute professional advice. In preparing this document we did not take into consideration your individual objectives, financial situation or needs. Before making any investment decisions we recommend you consider (with or without an adviser) the appropriateness of this information and the contents in the Product Disclosure Statement (PDS) to see if it suits your individual objectives, financial situation and needs. The Guild Capital Australian Equities Fund is offered by Guild Capital Asset Management Limited, AFSL No. 290409.
