Equitable Investors – Dragonfly Fund
Dragonfly Fund emerged as a Top 5 domestic equities fund in FY21
Leading Fund Manager
Strong Track Record
Australia’s leading Fund
Equitable’s Martin Pretty joined Thorney Investment Group in 2013 ahead of the launch of Thorney Opportunities (TOP)
TOP was best performed LIC over ~3 years from launch according to Independent Investment Research, with an 18.2% pa NTA-based return
Dragonfly Fund emerged as a Top 5 domestic equities fund in FY21 with a 74.3% return, based on Morningstar’s data
Directors have approximately 50 years of combined professional experience in investment markets
Equitable Investors believes the greatest opportunities to generate significant returns from equity investments are through the pursuit of attractively-priced investments in businesses with strong growth prospects and/or strategic value.
Successful investment in businesses requires diligent research and analysis of each business.
Its key people, its industry, its opportunities and its risks. It also requires ongoing, disciplined and patient re-evaluation.
Investments will primarily be made in micro-to-mid-cap companies listed on the ASX.
Larger listed businesses will also be considered for investment but are not expected to meet the manager’s investment criteria as regularly as smaller peers.
Equity in businesses that are unlisted or listed on exchanges other than the ASX may also be considered.
However, the manager would require high confidence in the potential for a liquidity event at an attractive price.
About the Fund
Established in 2017 the Fund is an open-ended, unlisted unit trust investing predominantly in ASX-listed companies.
Hybrid, debt & unlisted investments are also considered.
The Fund is focused on investing in growing or strategic businesses and generating returns that, to the extent possible, are less dependent on the direction of the broader share market.
The Fund may at times change its cash weighting or utilise exchange-traded products to manage market risk.
Products & Services
Equitable Investors Dragonfly Fund
Fund Pricing Monthly
Fund Type Open ended unit trust
Management Fee 1.5% pa on the NAV
Performance Fee 20% above the benchmark
Benchmark 5-year Australian Government Bond Yield + 5% pa (subject to a high watermark)
Buy / Sell Investment $50,000 AUD
Custodian Sandhurst Trustees
Co-Founder, Director Operations & Compliance
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