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Ausbil Balanced Fund (0P00007GFX)

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1.741 +0.005    +0.29%
02/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 108.5M
Type:  Fund
Market:  Australia
Issuer:  Ausbil Investment Management Limited
ISIN:  AU60AAP01011 
Asset Class:  Equity
Ausbil Balanced Fund 1.741 +0.005 +0.29%

0P00007GFX Overview

 
On this page you'll find an in-depth profile of Ausbil Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007GFX among other information.
Category

Multisector Growth

Total Assets

108.5M

Expenses

Inception Date

Jul 31, 1997

Investment Strategy

Ausbil’s investment approach is to provide active management of the Fund in a consistent and risk controlled manner. The investment philosophy is formulated to add value through an active investment management which also incorporates quantitative inputs to reduce risk. We believe that value is derived from within particular asset classes which afford opportunities to outperform, whilst our asset allocation process takes a medium term, business cycle approach.

Contact Information

Address Level 27 Grosevenor Place
Sydney,NSW 2000
Australia
Phone +61 02 9259 0200
Fax +61 02 9259 0222

Top Executives

Name Title Since Until
Jim Chronis - 2014 Now
Biography As Ausbil’s Chief Economist, Jim is responsible for macroeconomic research and strategy. As Associate Director – Debt and Diversifieds, Jim manages the Ausbil Balanced Fund cash and fixed interest mandates. Jim has been with Ausbil since 2014, and has been involved in investment markets since 1986, with investment experience in managing multi-billion dollar active fixed interest portfolios for the likes of BT Investment Management, Rothschild Australia Asset Management and Commonwealth Bank Financial Services Asset Management. As a highly experienced equity and fixed interest macro strategist and economist, over his career he has demonstrated a consistent skill in adding value to portfolios and translating macroeconomic themes into actionable investment strategies and portfolios. Jim holds Bachelor of Laws and Bachelor of Economics (Honours) degrees from the University of Sydney.
John Grace Portfolio Manager 2001 Now
Biography John has been with Ausbil since 2001, and in the investment industry since 1985. At Ausbil, John holds the position of Co-Head of Equities. John’s role includes strategy and portfolio construction, as well as input into the investment management of the Fund. John is a member of Ausbil’s Portfolio Construction Committee. John has decades of financial services experience with companies such as McNall & Hordern (Sydney), Cazenove & Co (London), Royal Insurance Asset Management (London) and Legal & General Asset Management (Sydney). John’s career includes senior roles in management, stockbroking, investment management and portfolio management in the funds management industry. John’s initial grounding in equity analysis came through positions with stockbroking firms McNall & Hordern in Sydney and Cazenove & Co in London. Whilst in the United Kingdom, John became Portfolio Manager for Royal Insurance Asset Management with responsibility for Asia Pacific Funds. Back in Australia after five years in London, John joined Legal & General Asset Management as a Senior Portfolio Manager. John holds a Bachelor of Economics degree, and is an Affiliate of FINSIA.
Paul Xiradis - 1997 Now
Biography Paul co-founded Ausbil in 1997 as an Australian equities house, building Ausbil into one of Australia’s leading investment managers offering Australian and global equity funds. Paul holds the position of Executive Chairman of Ausbil, Chief Investment Officer and Head of Equities. He is responsible for portfolio construction and strategy, and management of the Equities team. Paul has been instrumental in building Ausbil into a multi-billion dollar investment manager. Paul’s role includes investment strategy, portfolio construction and input into the investment management of Ausbil’s funds. Paul is a member and Chairman of Ausbil’s Portfolio Construction Committee. He has been in investments since 1979, gaining experience with companies such as Westpac Banking Corporation’s Investment Management Division, Mercantile & General and Legal & General Asset Management. Paul’s career has included senior roles in management, investment and portfolio management in the funds management industry. Paul is an AAIBF Fellow, ASIA, FAICD, MNIA.
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