For the 5 years to 30 September 2017, the CBG Australian Equities Fund’s average return was 13.0* p.a. after all fees, outperforming the S&P/ASX200 Accumulation index over the same time period.

Overview

CBG Asset Management (CBG) is a successful Australian equities fund manager, founded in 2002. CBG was recently acquired by Clime Investment Management, and we believe that the combined resources of the two companies offer the potential to facilitate even stronger results going forward. We are an active boutique manager with the objective of maximising long term returns to investors through a balance of capital growth and distributions. The CBG investment team employs a proven, bottom-up investment process. We manage a diversified portfolio of Australian listed investments with generally between 40 and 60 stocks held. All investment vehicles managed by us have outperformed their respective benchmarks since inception.

What Sets Us apart

The Australian equities market is heavily concentrated in the largest capitalisation stocks. However, CBG’s mandate and relative fund size allow us to invest more broadly and to have a greater exposure to emerging companies, as illustrated by the charts below. We invest in a portfolio of Australian equities with a minimum of 75% of the portfolio invested in stocks from the S&P/ASX 200 index. A maximum of 25% can be invested in stocks outside the S&P/ ASX 200 index.

CBG also has a longer term investment focus than most investors, as evidenced by average historical turnover of 30-40% per annum in our funds. This assists us to benefit from pricing inefficiencies that result from the shorter term focus of the market as a whole. At CBG we invest only in high quality companies, which minimises the risk of permanent capital loss and ensures our portfolios are highly liquid in nature. A key strength of the team is our stock picking track record and in 2013 we won the Golden Calf Award for best-boutique fund manager at the Australian Fund Manager Awards.

Concentration of the Australian equities market compared to the CBG Australian Equities Fund (larger text) (1) copy

CBG Capital (ASX:CBC)

CBG Capital is an Australian equities listed investment company (LIC) that listed on the ASX in December 2014 (ASX code: CBC). The purpose of the company is to provide investors with access to a listed investment vehicle that actively manages a portfolio of investments in listed Australian companies. CBG Capital aims to pay a growing stream of fully franked dividends twice per year. For more information please visit: http://www.cbgcapital.com.au

The information provided on this webpage and the rest of cbgam.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.