The Equity Story Growth Fund
Managed Investment Scheme
Register InterestAustralia: Wholesale investors are restricted to “sophisticated investors” and “professional investors”. The terms “sophisticated investor” and “professional investor” are defined in the Corporations Act 2001. Please see the Act for more information. Through verifying yourself as falling within one of these categories, you will be able to access unique investment opportunities. Please note, offers made to wholesale investors may afford lower levels of investor protection than otherwise provided by licensed offers.
New Zealand: The law normally requires people who offer financial products to give information to investors before they invest. This requires those offering financial products to have disclosed information that is important for investors to make an informed decision. The usual rules do not apply to this offer if you are a person who comes within Schedule1, clause 3(2)(a)-(c) or 3(3)(a)-(b)(ii) (inclusive) of the Financial Markets Conduct Act 2013. This includes where the amount invested upfront by the investor (plus any other investments the Investor has already made in the financial products) is $750,000 or more. If you fall within Schedule 1, clause 3 of the FMCA as a result of this exclusion, you may not receive a complete and balanced set of information. You will also have fewer other legal protections for this investment. Investments of this kind are not suitable for retail investors. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.
+21.96% Net Returns. Powered by Charting, Timing & Momentum.
Introducing the Equity Story Growth Fund — a high-conviction, actively managed Australian equities fund delivering +21.96% net returns over the past 12 months, driven by our proprietary CTM investment strategy: Charting, Timing, and Momentum.
This strategy combines decades of market experience with a disciplined process that blends top-down macro analysis, bottom-up fundamentals, and technical indicators to identify and capture emerging opportunities — while managing risk with precision.
How We Invest:
The Fund is fully managed in-house, investing directly in a concentrated portfolio of 30–35 ASX-listed companies, primarily within the emerging and mid-cap space. Our approach is agile — allowing us to move quickly between high-conviction positions and defensive cash holdings as market conditions shift.
We combine:
- Fundamental analysis to identify growth potential, earnings momentum, and valuation signals
- Technical analysis to monitor price trends, volume patterns, and momentum signals
- Active trend-following discipline to support optimal entry points and timely exits
This dual-lens strategy enables us to ride upward momentum, but also to avoid large drawdowns by exiting positions showing technical weakness.
Performance Snapshot:
- +21.96% rolling 12-month net return
- +16.07% outperformance vs benchmark over 12 months
- +20.37% cumulative outperformance since inception
- Benchmark: All Ordinaries Index (XAO)
Key Features:
- Strategy: Long-only, actively managed
- Style: Trend-following, momentum-driven
- Liquidity: Monthly
- Investor Access:
- Wholesale investors (direct)
- Retail investors (via feeder fund and PDS)
Whether you're seeking outperformance in Australian equities, or looking to diversify into an actively managed strategy that responds to market conditions in real time, the Equity Story Growth Fund offers a compelling, data-driven approach to growth investing. Register your interest below for more information and the Equity Story team will be in contact.
