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Overview

Fund Managers

WB

William Baylis

Melbourne, Australia

Managed Fund Since 2020

NB

Naomi Bant, CFA®

Melbourne, Australia

Managed Fund Since 2020

Performance

  • Annualised Performance
  • Cumulative Performance
  • Calendar Year Performance

Annualised Performance



Cumulative Performance


Calendar Year Performance


Portfolio

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Portfolio Holdings

Top Equity Issuers

As of 31/03/2026 Updated Monthly

Chart

Bar chart with 10 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 3.51717 to 12.62897.
End of interactive chart.
Fund
BHP Group Ltd 12.63%
Australia & New Zealand Banking Group Ltd 6.79%
Commonwealth Bank of Australia 6.03%
CSL Ltd 5.56%
Macquarie Group Ltd 4.87%
QBE Insurance Group Ltd 4.23%
Woolworths Group Ltd 4.07%
Telstra Group Ltd 3.82%
Medibank Pvt Ltd 3.64%
BlueScope Steel Ltd 3.52%

Pricing

No pricing data.

Documents

Documents not Available