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. 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.
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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.
Key documents
Overview
An all-cap approach to quality Australian equities
Investor information
Fund Information
Suitable for
Wholesale investors seeking capital growth from Australian shares over a minimum three to five year horizon, comfortable with a concentrated, actively managed portfolio.
Investment approach
An active, all-cap strategy investing directly in high-quality Australian companies, identified through bottom-up fundamental analysis, where the market has mispriced quality.
Minimum investment
$100,000 to start, with additional investments from $10,000. A minimum balance of $100,000 applies.
Access and liquidity
Applications and withdrawals are processed weekly, each Wednesday. With-drawals are normally paid within five Sydney business days.
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.
Our Approach
The Tacking Point Difference
Expertise
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.
Income
Cashflow Focus
Description: 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.
Protection
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.
Diversification
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.
Monthly Performance Report
Monthly · Updated May 2026
PDF · 682.2 KB
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April 2026
PDF · 687.9 KB
March 2026
PDF · 684.5 KB