This portfolio will give you exposure to listed Australian small
companies. The manager undertakes an extensive search process to
identify attractively priced companies with growth opportunities and mis
priced companies. The portfolio is actively managed on a daily basis.
The portfolio only invests in smaller capitalisation listed securities
on the Australian Stock Exchange (ASX) The portfolio does not invest
in top 100 companies.
It is typical for the cash position to vary between
0-15%. The portfolio will hold between 30 -50 positions and will ideally
consist of not more than 20 core positions.
The Small Companies Portfolio is benchmarked against
the S&P/ASX Small Ordinaries Accumulation Index. The objective of
the portfolio is to outperform this benchmark over the medium to long
This Portfolio is suitable for:
- Long-term investors who believe in the wealth-creation potential of equity investments
- Investors who seek investment exposure to smaller companies
- Investors who understand that returns over short time period will fluctuate