Bellwether Group Australia

  • About Us
    • Our People
      • Bellwether Group Board
      • Bellwether Partners Board
      • Investment Team
      • Bruce Bell
      • Frank Dunphy
      • Anthony P. (Tony) Hodges
      • Greg Robinson
    • Bellwether Partners Limited
      • Investment Philosophy
      • Investment Team
      • Bruce Bell
      • Andrew Bell
      • Nick Lee
      • Daniel Barry
      • Nicholas Footit
    • Qualifying Investors
  • Products
    • Australian Share Fund
      • Investment Approach
      • Portfolio Construction
    • Discretionary Portfolios
    • Offshore Strategies Fund
      • Investment Objective
      • Portfolio Construction
  • Unit Prices
    • Unit Prices 2009
    • Unit Prices 2008
    • Unit Prices 2007
    • Unit Prices 2006
    • Unit Prices 2005
    • Unit Prices 2004
  • Reports
    • 2009
      • Q1
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    • 2008
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    • 2007
      • Q1
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    • 2006
      • Q1
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      • Q4
    • 2005
    • 2004
  • News
    • News Archive 2008
    • News Archive 2007
    • News Archive 2006
    • News Archive 2005
    • News Archive 2004
  • Links
  • Contact Us

Products

  • Australian Share Fund
    • Investment Approach
    • Portfolio Construction
  • Discretionary Portfolios
  • Offshore Strategies Fund

Fund Offer Document

Download the Fund Information Memorandum (IM) below.

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  • Australian Share Fund Information Memorandum (PDF)

Australian Share Fund

Fund Objective

The Bellwether Partners Australian Share Fund (ASF) aims to deliver medium to long term returns in excess of the S&P/ASX 300 Accumulation Index by investing in a concentrated portfolio of quality Australian listed shares.

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