Investment Objective & Strategy

The Emerging Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian emerging companies.

The fund invests in very small companies we think have the greatest value and potential for future earnings. These are companies in Australia and New Zealand we believe are undervalued by the market. By emerging companies, we mean companies with a market capitalisation of up to $250 million in local currency relative to the exchange that they are listed on.

The Fund is designed to grow capital by investing in a small number of very small growth companies, where we consider value is greatest and the opportunity for earnings growth is high.

Investment Timeframe

5+ years

Fact Sheet
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Target Investment Mix

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1 Year Return

As at 31 October 2024

42.2%


Since Inception

As at 31 October 2024

19.2% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 6 out of 7 risk rating.

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Returns as at 31 October 2024

Fund Performance

Cumulative return since inception

Emerging (Closed)

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Portfolio Team

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Kent Williams

Portfolio Manager (AU)
BMathFin, FRM
Meet Kent
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Michelle Lopez

Head of Australasian Equities and Portfolio Manager (AU)
BAppFin, BCOM, CFA
Meet Michelle
Latest Quarterly Update
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Resources

Click on the links below to view more information about this fund
Fact Sheet
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Product Disclosure Statement
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Statement of Investment Policy and Objectives
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