Equity funds invest in a range of stock like Telstra and BHP, and have some form of ownership in the businesses ‘equity’. Equity funds are categorized according to the investment style of the holdings, company size and portfolio geography. These types of assets are typically in stock with some amount of cash, although usually quite small. There are many different styles of equity funds, including international or growth, to suit your individual preference. The objective of an equity fund is for longer term growth through capital gains and dividends – particularly in Australia with franking credits.

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