Farnam’s Equity Growth Portfolio provides investors diversity by investing in a range of stocks listed on the ASX. This portfolio includes small, medium and large companies and constitutes our highest conviction investment ideas.

Model Portfolio Name Farnam Equity Growth Portfolio
Investment Manager Farnam Investment Management
Investment Objective To provide investors with long-term capital growth and tax effective income. The portfolio aims to outperform its benchmark over a rolling 3 to 5 year period.
Benchmark S&P/ASX 300 Accumulation Index
Investment Universe All companies listed on the ASX plus some international equities and managed funds. The portfolio will include a combination of smaller and larger capitalisation companies and represents our highest conviction investment ideas.
Investment Strategy To use active stock selection to invest in quality businesses. The businesses are assessed as meeting our investment criteria of high return on equity and earnings growth and as likely to provide attractive returns to investors.
Recommended Investment Period 3 – 5 years
Use of Derivatives None
Asset Allocation 30 – 100% Equities
0 – 70% Cash
Typical Number of Securities 15 – 40
Single Security Limit 10% of portfolio value at cost
Investment Fee 0.8% + GST
Performance Fee 15% +GST of any amount by which the Fund’s investment return is greater than the return generated by the S&P/ASX 300 Accumulation Index.
Minimum Investment $50,000