The prime purpose of this fund is to provide clients opportunities to increase portfolio diversification.

• While we have traditionally sought value from companies in the ASX200 range, in this Fund we extend the reach of our investment coverage beyond the large-caps and deeper into the mid-cap and small-cap range.
• The result is this new investment option.
• This development is designed to both increase diversification … and add value to portfolios.

The Fund invests in Australian equities that are outside the S&P/ASX100 In­dex, with the objective of providing the higher growth-seeking investor an opportunity to invest in emerg­ing and undervalued Australian growth companies.

The Fund benchmark is the S&P/ASX Small Ordinaries Accumulation Index.

For your convenience, we provide a link here to a brief explanatory e-book.

The more comprehensive product disclosure statement (PDS) is here.

The relevant Reference Guide is here.

Why Joseph Palmer & Sons?

You will have peace-of-mind knowing that the day-to-day decisions regarding your investments are in the ‘safe hands’ of the experienced team at Joseph Palmer & Sons.

For more information on the Palmer Discretionary Account, or on any of our other investment services, please call us on (02) 8224 3324. Even better, come in for a chat over a cup of coffee if you have the time. We would be very pleased to meet you.

SYD 02 9233 2433 | MELB 03 9601 6800