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Building Dream Portfolios
The Advance Alleron Australian Equity Growth Fund Fund - wholesale units
The Advance Alleron Australian Equity Growth Fund is a boutique, high-conviction growth fund. It is designed for investors who:- want above market returns and/or
- want to enhance total portfolio returns by adding a growth fund to a core Australian equity portfolio and/or
- need a quality growth fund to blend with complementary manager/s.
Read more about why your clients should invest in Alleron.
Investment style and process
- High stock conviction – Alleron is a high-conviction stock picker (find out more about Alleron). From an investment universe of 300 companies, the team builds a concentrated portfolio of 35 stocks or less. Alleron aims to achieve superior returns through concentrating portfolio risk where it adds the most value – in stock analysis.
- High alpha – Alleron aims to beat the market, targeting a 5% excess return on a rolling 3 year basis.
- Focus on growth – Alleron seeks to invest in companies with a combination of strong, sustainable earnings, competitive industry positioning and superior management. Short-term factors often cause share prices to deviate from these longer term drivers, offering Alleron opportunities to buy these ‘dream companies’ at attractive prices.
Alleron’s bottom up stock picking uncovers the ‘dream companies’
Alleron’s focus is on building a portfolio of highly scrutinised ‘dream companies’ capable of producing superior returns. A ‘dream’ company has the following attributes:
- It is in a growing industry or market
- It has great products and a sustainable competitive edge
- It has a quality management team which has the desire and ability to reward shareholders and can turn both growth and a competitive advantage into strong returns.
Bottom up stock picking
Alleron are stock pickers, they apply a disciplined, methodical process to this discipline. Alleron’s process systematically works out where each company in the top 100 fits on their dream company spectrum and assigns a valuation assessment and qualitative rating.
By combining these measures Alleron generates a ‘quality’ ranking for each security. These ‘quality’ rankings form the basis for stock selection, with the investment team building the portfolio from the highest ranked stocks.
About the manager
Alleron’s investment team has a proven track record of generating superior returns through an innovative investment but disciplined investment processes. Alleron has a unique vision and different approach to building value for clients. This uniqueness is implemented by a team that encompasses over 60 years of investment experience. Alleron’s ownership is split between staff (60%) and St George’s Ascalon Capital Managers (40%). As a result, Alleron offers investors the innovative, performance-driven culture of a boutique investment manager while enjoying the financial backing of a major bank.
Want to know more?
- Call Adviser Services on 1300 361 864
- Download the six reasons to invest flyer
- Download the Advanced Insight
- Download the manager profile
- Download the fact sheet
- Download the PDS
This document contains general information only and does not take into account any investor's individual objectives, financial situation or needs. Investors should therefore consider whether any information contained in this document is appropriate to them having regard to these factors before acting on it. In addition, investors should consider the PDS and obtain professional advice before deciding whether to acquire, continue to hold or dispose of interests in a Fund. Past performance is not a reliable indicator of future performance. Advance is a member of the St.George Group. An investment in a Fund does not represent an investment in, deposit with or other liability of St.George Bank Limited or any other member of the St.George Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither St.George Bank Limited nor any other member of the St.George Group stands behind or otherwise guarantees the capital value of an investment in a Fund or the performance of a Fund.