Fact Sheet - Performance as at Aug 2026
Sharpbridge Equities Fund
Manager Summary
Sharpbridge Funds Management is a Brisbane-based investment management company that acts as the trustee and investment manager for the Sharpbridge Equities Fund. It was founded by Jarrad Stuart, who brings extensive experience from Commonwealth Bank, Suncorp, and Ernst and Young.
Strategy Summary
The Sharpbridge Equities Fund seeks to outperform the MSCI World NTR Index (AUD) over the investment cycle by investing in a diversified portfolio of global equities. It combines bottom-up fundamental research with top-down macroeconomic analysis and avoids the use of leverage, short selling or derivatives.
Key Terms
| Status: | Open | Inception Date: | Apr 2025 |
| Strategy: | Equity Long | Style: | Blend |
| Geography: | Global | Domicile: | Australia |
| Investors: | Wholesale | Min. Investment: | AU$ 10,000 |
| Distributions: | Annually | Applications: | Monthly |
| Fund Size: | AU$ 5m | Management Fee: | 1.00% |
| Manager FUM: | AU$ 5m | Performance Fee: | 20.00% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Aug 2026: | -1.08% | 0.69% | Sharpe1: | 2.26 | 0.91 |
| 1 Year: | 41.25% | 9.75% | Sortino1: | 3.64 | 1.37 |
| 3 Years2: | N/A | N/A | Best Month1: | 10.03% | 6.24% |
| 5 Years2: | N/A | N/A | Worst Month1: | -11.63% | -7.18% |
| Inception1,2: | 54.70% | 14.39% | Volatility1,2: | 18.75% | 11.28% |
| Up-Capture1: | 206% | N/A | Down-Capture1: | -21% | N/A |
Cumulative Returns Fund Index
Sharpbridge Equities Fund - Cumulative Performance vs All Countries World Index (AUD)
Drawdowns Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Equity Long - Large Cap - Global Peer Group (199 funds) as at July 2026
1 Year
3 Year
5 Year
7 Year
Sharpbridge Equities Fund
All Countries World Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.