news
Australian Equity – Long Only: Top performing strategies in Q2
9 September 2020
Below are the top 10 performing Australian Equity - Long Only strategies for Q2 2020 using eVestment's database of over 23,000 reporting strategies. The median manager produced returns of 31.6% during the quarter, outperforming the benchmark S&P/ASX 300.

Australian institutional investors and consultants were the most active regional viewers of products on eVestment’s platform in Q2, as revealed from our August release of the APAC Institutional Intelligence Report.

To take a closer look at the best performing strategy of Australian Equity – Long Only, we dug into the Top 10 performing strategies of this highly viewed universe:

Strategy Q2 2020 Return 5-year Tracking Error 
Perpetual Wholesale Geared Australian Share 52.76 20.87 
Antares Ex-20 Australian Equities 45.58 7.02 
SGH ICE 43.73 8.69 
ECPAM ALL CAP 42.56 8.13 
Yarra Ex-20 Australian Equities Fund 40.80 7.29 
Paradice Australian Mid Cap Strategy 40.72 3.41 
DNR Capital Australian Equities High Conviction Portfolio 40.66 4.90 
Merlon Concentrated Value Strategy 40.18 6.98 
Bennelong ex-20 Australian Equitiy Fund 39.10 8.63 
First Sentier Wholesale Mid Cap Fund 38.32 6.05 
Australian Equity - Long Only Median 31.60 1.32 
S&P/ASX 300 31.38 N/A 

Note: Strategy performance in USD gross-of-fees; All Products using manager preferred benchmark (06/2020). Tracking errors calculated against Manager Preferred Benchmark (06/2020). For Antares Ex-20 Australian Equities and Bennelong ex-20 Australian Equitiy Fund, both Tracking Error – 5 Years using S&P/ASX 300 (06/2020). Wholesale Mid Cap Fund, Tracking Error – Since Inception  


Request a tour with one of our specialists to access the data discussed here:

Related News Article
Deeper data for institutional ESG strategies
Subscribe to the eVestment Newsfeed

Get the latest news and investment insights delivered weekly straight to your inbox.

Subscribe