Wholesale
Tacking Point All Cap Equities Fund
An actively managed portfolio of high-quality Australian companies, spanning large, mid and small cap. The fund invests with discipline where the market's short-term focus has left quality mispriced, seeking to grow capital over a horizon of at least three to five years.
Overview
An all-cap approach to quality Australian equities
The All Cap Australian Equities Fund invests in a portfolio of high-quality Australian companies, spanning large, mid and small cap. It is an actively managed, all-cap strategy built on bottom-up fundamental analysis, seeking companies with strong business models and attractive valuations across the full breadth of the market. With an eye to optimise risk-return we evaluate asx stocks that are overpriced or distressed, the fund can reduce through-the-cycle volatility by allocating up to 50% in managed funds to reduce cash and income like securities. The approach is grounded in a clear conviction: that the market's short-term focus regularly leaves quality companies mispriced, and that disciplined, active management can add value through the economic and market cycle. Rather than being constrained by company size, the fund lets its strongest positions grow with the businesses behind them.
Investor information
Fund Information
Performance
Cumulative return vs benchmark
As at May 2026
| Return | 1 Months | 3 Months | Financial Year to Date (FYTD) | 1 Year | 3 Years p.a.* | 5 Years p.a.* | 10 Years p.a.* | Inception p.a.* | Inception Total |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio Return | 1.3% | -3.9% | 5.7% | 5.0% | 7.8% | 3.5% | 5.8% | 8.0% | 547.4% |
| Benchmark^ | 1.1% | -4.0% | 5.4% | 6.9% | 11.0% | 8.1% | 9.1% | 8.4% | 609.7% |
* Performance figures for more than 1 year are annualised, calculated after all applicable fees and taxes. Performance figures compare unit price to unit price for the given period. The returns exclude the impact of imputation.
^Benchmark refers to S&P / ASX 200 Accumulation Index.
Note: Tacking Point Asset Management assumed management of the fund in July 2026. The performance shown above was achieved under the fund's previous manager and does not represent the performance of Tacking Point Asset Management. Past performance is not a reliable indicator of future performance.
Our Approach
The Tacking Point Difference
Boutique Global Manager
Proactive management of global investment mandates for wholesale and retail investors, applying institutional-grade discipline at every stage.
Investor outcome: Reduces concentration risk and smooths volatility through broad market participation.
Cashflow Focus
Our deep "Cash Flow Forensics" process identifies investments backed by strong, predictable and well-covered cash flow across market cycles.
Investor outcome: Supports sustainable income and long-term value creation.
Dynamic Risk Management
Real-time quantitative modelling monitors market conditions continuously, enabling agile shifts between high and low-volatility assets as risk levels change.
Investor outcome: Protects capital during market downturns while maintaining liquidity and growth potential.
Multi-Manager Growth Strategy
A curated selection of global managers combined with active and passive investment styles under a top-down allocation.
Investor outcome: Enhances performance consistency and optimises returns above benchmarks.
Resources
Documents
Find the key documents for this fund below, from disclosure documents to regular reporting, available to download at any time.
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Investor information
Request a copy of the Tacking Point All Cap Equities Fund Information Memorandum
The Information Memorandum sets out everything you need to know about the Tacking Point All Cap Equities Fund, from its investment approach to how to apply. Complete the form and we'll send you a copy within one business day.
Request a copy of the Information Memorandum
Our people
Who manages your investment?
Meet the specialists behind our disciplined approach.