Farnam’s Equity Leaders Portfolio includes large well known Australian companies that we believe can deliver capital growth and a consistent dividend income to investors. The portfolio primarily invests in stocks listed on the ASX that have a market capitalisation similar to those in the S&P/ASX 200.

Model Portfolio Name Farnam Equity Leaders Portfolio
Investment Manager Farnam Investment Management
Investment Objective To provide investors with tax effective income, dividends and capital growth. The portfolio aims to outperform its benchmark over a rolling 3 to 5 year period.
Benchmark S&P/ASX 200 Accumulation Index
Investment Universe Companies listed on the ASX that have a market capitalisation similar to those in the S&P/ASX 200. The portfolio may include some international equities and managed funds.
Investment Strategy To use active stock selection to invest in quality businesses. The businesses are assessed as meeting our investment criteria of a high return on equity, growth potential and their ability to consistently deliver dividends to investors.
Recommended Investment Period 3 – 5 years
Use of Derivatives None
Asset Allocation 30 – 100% Equities
0 – 70% Cash
Typical Number of Securities 10 – 30
Single Security Limit 15% of portfolio value at cost
Investment Fee 0.7% + 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 200 Accumulation Index
Minimum Investment $50,000