"Tailored investment funds with a proven and trusted long term strategy"

Selected Leaders Fund
Pay NO fees until WE do better than the Share Market average


Saratoga Investment Group is a boutique fund manager specialising in Australian equities. Saratoga offers a unique opportunity for you to participate in a managed investment fund utilising what we believe is the simplest performance-based management fee structure in the investment industry. Saratoga receives no income until you achieve a return that is greater than the market average. We simply share any above-average performance equally.

Your Key Benefits

Benefits to You the Wise Investor
  • Easy to understand and invest
  • Performance Fee only
  • No hidden Fees
  • Targeting above average long term growth
  • Blue chip security
  • Friendly staff and service
  • HIGHLY MOTIVATED management team

About Saratoga's Selected Leaders Fund

When you invest in Saratoga's Selected Leaders Fund, you pay NO entry fees, NO exit fees, NO administration fees, NO management fees, NO government fees or charges - and NO performance fees unless your returns are better than the average (as measured by the S&P/ASX 200 Index). Saratoga truly has your interests at heart - we make nothing until you achieve a return that is greater than the market average.Saratoga's Selected Leaders Fund provides you with exposure to an actively managed and diverse portfolio of Australian shares with some of the fastest growing leading companies listed on the Australian Securities Exchange (ASX).Saratoga's Selected Leaders Fund offers you the opportunity to participate in a managed investment fund utilising our proven investment methodology coupled with a performance-based management fee in order to create above-average returns for you (after any applicable performance fees).

Who Should Invest?

The Selected Leaders Fund is for investors seeking medium to long term high capital growth from blue chip investments and is not a suitable short term investment....

This fund is designed for the wise investor who understands the value of money and how investing it prudently today impacts on their future lifestyle.

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About - Saratoga Selected Leaders Fund

Easy to Understand

As a wise investor you need to know you have your money invested with experienced managers who genuinely have your interests at heart. You want excellent growth potential with managed risk.
The Selected Leaders Fund covers all these bases.
The Selected Leaders Fund only invests in Blue Chip Shares.
Our managers have over 30 years of investment experience in all types of market conditions.
We must give you above average returns before we get paid.
The management's commitment to you and your investment interests is best illustrated by agreeing to receive nil remuneration until you have obtained returns above the industry average - S&P/ASX 200

Who Should Invest?

The Selected Leaders Fund is for investors seeking long term high capital growth from blue chip investments and is not a suitable short term investment

The Fund is a high conviction fund. These funds by their nature aim to invest in a concentrated portfolio of stocks, thus creating the potential for a level of out performance that generally cannot be acquired through a traditionally diversified portfolio.


Targeting Above Average Long Term Growth

Saratoga's core objective is to deliver to you above average returns when compared to the chosen High Water Mark - S&P ASX/200.
Our mandate is to provide above average returns by positioning the Selected Leaders Fund in the top 10% of best performing managed funds in Australia.
We do this by simply being above average in everything we do.

Blue Chip Security

We only select a handful the best performing shares from the ASX 100.
You can not get any more blue than that.
Diversification is obtained by investing across all market sectors.
Adding to this very clear and well defined risk management strategies, designed to deal with all market conditions on top of management's ability to execute those strategies and you now have the best possibility of obtaining above average returns.


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