Equities

MA Equity Opportunities Fund

Provides investors access to a portfolio of high-quality Australian stocks with a key focus on long term capital preservation and targeting a return above 8% p.a. over a three-year period.¹

Targeting attractive long-term returns and regular income

Potential for long-term capital growth and semi-annual income distributions.

Robust risk management focus

Strong focus on downside protection, seeking to maximise returns while minimising loss.

Experienced equities manager

The Fund is actively managed by a team of experienced investment professionals.

Download the Fund flyer

Fund overview

The Fund is actively managed by a team of investment professionals who believe the most valuable companies to invest in are those able to predictably compound their growth at high levels over long periods of time. These companies are often not in the ASX top 100, can be hidden in under-researched sectors of the market, or affected by short-term pricing volatility underestimating their potential.

The team take an unconstrained and style-agnostic approach to investing and view short-term price volatility as opportunity.

The Fund is underpinned by a co-investment by MA Financial and its staff, aligning interests with investors.

Fund video

Watch this short video to hear Portfolio Manager, John Garett, introduce the Fund, provide an overview of the portfolio construction process and outline some of the advantages of investing in the asset class.

Fund facts

Target Return

8.0% p.a.¹

Minimum initial investment

$100,000

Eligibility

Wholesale investors

Management fee

1.2% p.a.

Performance fee

20.0% of the performance above the Target Return, subject to a high-water mark

APIR

MAA3828AU

Let’s talk

For more information and to arrange a discussion, please contact us.

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Disclaimers

1. Net of fees and costs. Refer to the Fund's Information Memorandum for further information on target returns and Fund details.

MA Asset Management Ltd (ACN 142 008 535) (AFSL 427515) is the trustee (Trustee) of the MA Equity Opportunities Fund (Fund) and has appointed MA Investment Management Pty Ltd ACN 621 552 896 as investment manager of the Fund (Manager).

The Trustee has prepared this material for wholesale investors as defined under section 761G of the Corporations Act 2001 (Cth). While every effort has been made to ensure that the information in this material is accurate, its accuracy, reliability or completeness is not guaranteed. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of the Trustee. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Further, the views expressed in this material, which are subject to change, are solely the views of the Trustee. These views may not necessarily reflect the views of any other MA Financial Group entity. While reasonable care has been taken preparing this material, and all information provided in this material has been provided in good faith and has been obtained or derived from sources believed to be reliable, neither the Trustee nor any of its affiliates, nor any of their respective officers, employees, advisors or agents makes or gives any representation, warranty or guarantee, whether expressed or implied, that the information contained in this material has been audited or independently verified, or is complete, accurate or reliable, or accepts any responsibility arising in any way (including by reason of negligence) for errors or omissions. Opinions contained herein may be subject to change without notice and do not constitute investment advice or recommendation.

Past performance is not an indicator of future financial performance. This material does not take into account an investor’s investment objectives, particular needs or financial situation and does not constitute financial advice. Investors should read the Information Memorandum applicable for the Fund before making any investment decisions and consider obtaining professional investment advice tailored to their specific circumstances before making any investment decision. Any investment in the Fund will be solely on the basis of the Information Memorandum (as updated and amended from time to time). The Trustee nor any of its related body corporates, guarantee the performance or any rate of return of the Fund. To the extent permitted by law, no warranties, representations or guarantees are given and all loss or damage as a result of this information is expressly excluded.

This material is being issued on a confidential basis and no part of this material may be reproduced or disclosed, in whole or in part without the prior written consent of the Trustee. Offers of interests in the Fund are contained in the Information Memorandum which is available by contacting the MA Client Service Team at MAclientservices@mafinancial.com or on +61 2 8288 5594.