Rolling one-year returns currently +35.68%, net of fees.

Past performance is not indicative of future performance. Specific risks may impact on the possibility of such a return in future. Please refer to the Fund's information memorandum for further details about the Fund.

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Inclusions

Investment Recommendations

  • Access to our Trade Watch Podcast and Investment Recommendations, delivered straight to your membership platform Daily.
  • This daily recorded podcast includes:
  • Short-term technical and fundamentally reviewed trading ideas.
  • Mid to Long term technical and fundamentally reviewed investment recommendations.
  • Formal recommendations include ‘buy under’, ‘stop-loss’, ‘target length’ and ‘target price’ guidance. These recommendations will also be delivered direct-to-text message.
  • General market & company specific updates and commentary.

Weekend Trading Ideas

  • Hot Stocks: Our favourite ASX pick delivered every Sunday for the week ahead.
  • Weekly Einsteins Report: Our handpicked “Buy”, “Bullish”, “Sell” and “Bear” signals with technical charts. The essential list of what to be looking at and what to be staying away from for the upcoming week.

Live Analyst Access

  • Ask The Analyst: Join our open sessions twice a week with the Equity Story analysts LIVE via Zoom to have your questions answered in real-time on all things ASX. (Tue 7pm and Fri 12pm).

Managed Fund

  • Preferred access to The Equity Story Growth Fund: Rolling +30.37% rolling one-year returns. Utilising our in-house proprietary blend of fundamental and technical analysis, refined over a decade, which to date has consistently delivered strong investment performance.

Who is Equity Story:

  • Equity Story is a premier Australian (ASX publicly listed) investment advisory firm dedicated to empowering individuals and institutions to achieve financial success through actionable insights, expert market analysis, and educational resources. Specializing in ASX-listed equities, Equity Story has built a strong reputation for its innovative approach to investment, delivering tailored strategies that combine technical expertise with fundamental research.

    Founded with the mission to simplify investing, Equity Story bridges the gap between professional-grade market research and retail investor accessibility. The company caters to a wide range of investors, offering solutions that align with diverse goals, whether it’s active trading, long-term portfolio growth, or accessing exclusive investment opportunities.

Why Choose Equity Story?

  • Proven Track Record: Equity Story’s strategies consistently outperform benchmarks, offering clients confidence in their investment decisions.
  • Proprietary Approach: By blending technical and fundamental analysis, the company delivers a unique edge in identifying and capitalizing on market opportunities.
  • Client-Centric Philosophy: Equity Story prioritizes transparency, accessibility, and support, ensuring every client receives the tools and insights needed to succeed.
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Proudly part of Equity Story Group Ltd (ASX:EQS)

Equity Story Pty Ltd (ABN 94 127 714 998) is registered with the Australian Securities and Investment Commission under Australian Financial Services Licence (AFSL) 343937.

General advice warning: This information does not constitute a personal recommendation, a recommendation at all, or take into account the particular investment objectives, financial situation or needs of any individual. One should consider whether any information contained is suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice. Past results are no guarantee of future returns. May not consider any tax or other transaction costs.