Our Products

Australian Equities

Our actively managed Australian Equities strategies seek to deliver long-term outperformance for clients over long time horizons.

By tailoring our independent, style-neutral investment approach to the investment objectives of our products, we provide a consistent and reliable framework that ensures we are capable of delivering out performance through market cycles.

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Summary

A high conviction Australian equities exposure

Discover small and mid cap potential

Access a diverse, balanced investment universe

Real assets, real opportunities

Benchmark

S&P/ASX 200 Accumulation Index

50% S&P/ASX Midcap 50 Accumulation Index and 50% S&P/ASX Small Ordinaries Accumulation Index

S&P/ASX 300 ex S&P/ASX 20 Accumulation Index

S&P/ASX 300 Custom Infrastructure, Utilities and A-REITs Index

Investment objective

To outperform its benchmark over rolling three-year periods

To outperform its benchmark over rolling three-year periods

To outperform its benchmark over rolling three-year periods

To outperform its benchmark over rolling three-year periods

Typical number of stocks

30 – 55

30 – 55

15 – 30

15 – 25

Recommended investment time frame

Long term 5 - 7+ years

Long term 5 - 7+ years

Long term 5 - 7+ years

Long term 5 - 7+ years

Inception date

July 1996

September 1997

August 2010

December 2005

All of the above funds are subject to a minimum investment of $50,000. There is no guarantee that these objectives will be met.

Yarra Capital Management also has several direct funds which are currently closed to new investors:

We also offer the Yarra Tax Advantaged Investor Australian Equities Strategy, the Yarra Absolute Return Australian Equities Strategy and the Yarra Australian Equities Smaller Companies Strategy for institutional clients only.

General Advice Disclaimer

Yarra Funds Management Limited (ABN 63 005 885 567, AFSL 230 251) is the issuer and responsible entity of the range of registered managed investment schemes described on this website (‘Funds’). YFM is not licensed to provide personal financial product advice to retail clients. The information provided on this website contains general financial product advice only. The advice has been prepared without taking into account your personal objectives, financial situation or particular needs. Therefore, before acting on any advice, you should consider the appropriateness of the advice in light of your own or your client’s objectives, financial situation or needs. Prior to investing in any of the Funds, you should obtain and consider the product disclosure statement (‘PDS’) for the relevant Fund by contacting our Investor Services team on 1800 034 494 or from our website at www.yarracm.com/pdsupdates. The information set out in this website has been prepared in good faith and while Yarra Funds Management Limited and its related bodies corporate (together, the “Yarra Capital Management Group”) reasonably believe the information and opinions to be current, accurate, or reasonably held at the time of publication, to the maximum extent permitted by law, the Yarra Capital Management Group: (a) makes no warranty as to the content’s accuracy or reliability; and (b) accepts no liability for any direct or indirect loss or damage arising from any errors, omissions, or information that is not up to date.

Before using any of the financial services offered by Yarra Funds Management Limited, you should read our Financial Services Guide (FSG). This has been prepared to assist you in deciding to use any of the financial services offered by us. We are required to provide you with an FSG if we provide certain financial services to you as a retail client.