Ausbil Investment Management Limited manages Australian and global equities for institutional, wholesale, and retail clients. Ausbil provides discretionary investment management services to its institutional clients and Ausbil managed investment trusts offered in Australia. Ausbil offers Global Infrastructure, Global Small Cap, and Global Resources strategies to US investors who are accredited investors and qualified purchasers.
Assets Under Management$13B
Clients41
AdvisorsN/A
Avg. per Client$310M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$30M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.85% |
| $50.0M - $100.0M | 0.80% |
| $100.0M - $150.0M | 0.75% |
| $150M+ | 0.70% |
Schedule represents the highest fees charged across the three strategies (Global Resources). Global Listed Infrastructure and Global Small Cap strategies have slightly lower fees. Fees and minimum account sizes are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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