Systematic Investment Strategies
Focusing on after-tax returns for Australian resident investors
At Hamilton12, we believe many existing products and investment strategies are not necessarily the best match for investors seeking equities exposure without high fees.
Investors have taken note of research and have worked out that finding a portfolio manager with sufficient skill to outperform a low-cost index fund is challenging.
Additionally, we believe that fees are not a good signal of quality, and investors are searching for fee minimisation, tax efficiency, and above-benchmark performance.
Hamilton12 Australian Shares Income Fund
High dividend yield from companies paying franked dividends.
Optimised for Australian superannuation funds and tax-exempt investors.
Persistently outperforms the S&P/ASX200 index for no incremental risk.
The Hamilton12 Australian Shares Income Fund aims to generate long-term after-tax returns for Australian resident investors in excess of the Benchmark after fees, including an annual gross dividend yield (including franking) that exceeds the gross dividend yield of the Benchmark.
The Fund uses the same systematic, rules-based approach as the Hamilton12 Australian Diversified Yield Index that allocates the portfolio towards Securities offering high franked dividend yield and aims to mitigate risk by ensuring the Fund is diversified across industry sectors.
The investment universe is the Australian-listed securities of the All Ordinaries Index. The Fund’s Benchmark is the S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index (Superannuation).
Level 5/300 Adelaide St, Brisbane City QLD 4000, Australia
1321 Fountain Street, Ann Arbor MI 48103, United States of America
+61 (0) 7 3040 1573
The information contained on this website is produced by Hamilton12 Pty Ltd (H12) ABN 72 626 045 412, AFS Representative #001298730, Corporate Authorised Representative of K2 Asset Management Ltd (ABN 95 085 445 094)., AFS License #: 244393.
Its contents are current to the date of the publication only and whilst all care has been taken in its preparation, H12 accepts no liability for errors or omissions. The application of its contents to specific situations (including case studies and projections) will depend upon each particular circumstance. The contents of this website have been prepared without taking into account the objectives or circumstances of any particular individual or entity and is intended for general information only.
Any opinions contained within this website are the author’s own and should not be considered the opinion of H12 or as advice.
Any H12 funds referenced on this website are issued by K2 Asset Management Ltd unless otherwise stated. An information memorandum for the funds referred to on this website can be requested at www.hamilton12.com or by contacting H12. You should consider the information memorandum before making a decision to acquire an interest in a fund.
H12 does not accept any responsibility and disclaims any liability whatsoever for loss caused to any party by reliance on the information on this website. Please note that past performance is not a reliable indicator of future performance. Any advice and information contained on this website is general only and has been prepared without taking into account any particular circumstances and needs of any party. Before acting on any advice or information on this website you should assess and seek advice on whether it is appropriate for your needs, financial situation and investment objectives. Investment decisions should not be made upon the basis of its past performance or distribution rate, or any rating given by a ratings agency, since each of these can vary. In addition, ratings need to be understood in the context of the full report issued by the ratings agency themselves.
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