Australian Equity Concentrated Fund

Concentrated Portfolio
Sustainable Growth
High Conviction

The Arnhem Concentrated capability is a high conviction portfolio of around 25 of the best ideas within the Australian share universe. The strategy is focused on selecting companies operating in well-structured industries and is designed to deliver above average capital gains over the medium and long term.
Our research approach is based on a deep understanding of industry dynamics and focuses on identifying the key industry structural challenges that all businesses face.

Key Features and Guidelines

Through a carefully selected, high conviction portfolio of growth stocks, the strategy is suited to investors with a longer term investment horizon. Its focus on sustainable growth companies is expected to deliver superior capital gain over time.
Key Features

  • Outperformance objective of 3-5% (S&P/ASX 200)
  • Investment time frame of at least 5 years
  • Typical active share of around 60%

Key Guidelines

  • Fully invested in about 25 stocks
  • Risk controlled through stock and sector limits
How to Invest

BNP Paribas Asset Management offers a retail Arnhem Concentrated Australian Equity fund.  Application forms can be downloaded directly from their website.

Investments can be made via individual, company, partnership, SMSF and personal superannuation account structures.

Institutional investor can invest via an individually managed portfolio.  Please contact us for more information


Disclaimer: Past Performance is no guarantee of future performance. Other than the “Cumulative” performance, performance greater than 1 year is shown as an annualised return. Performance is based on the respective wholesale strategies, and are presented before all management and custodian fees and charges. Retail investors who apply for units in a product where Arnhem is the underlying manager (including those offered by BNP Paribas Investment Partners (Australia) Limited ABN 78 008 576 449, AFSL 223418 trading as BNP Paribas Asset Management (“BNPP AM”)) will achieve a net return which is the different to that shown on our website through the application of fees and charges. Performance from inception is from 31/05/2005.