The Fund provides investors exposure to an actively managed investment portfolio, comprised of large-cap companies listed on the ASX predominately within the S&P/ASX 200 Index, and the investment management expertise of Wilson Asset Management. The investment portfolio consists of companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst. Inception date: October 2023 Investment team Recommended Our proven investment process The Wilson Asset Management Leaders Fund investment process combines a top-down macroeconomic analysis with Wilson Asset Management’s proven fundamental research and market positioning investment process. Investment Grade Anna Milne Deputy Portfolio Manager BCom CFA Hailey Kim Senior Investment Analyst BEcon CA Matthew Haupt Lead Portfolio Manager BCom GradDip App Fin CFA John Ayoub Portfolio Manager LLB BA GradCert App Fin Damien Boey Portfolio Strategist BEc (Hons 1) LLB (Hons 1)
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