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 latest portfolio update can be found here.
The relevant Reference Guide is here.
The Target Market Determination (TMD) is here.