The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies.
Portfolio constructed u sing a series of screens aiming to identify companies with positive earnings and a strong ability to service debt
Relative valuation metrics, price momentum and liquidity are also evaluated as part of the stock selection process
Provides a core portfolio holding for Australian small companies allocations, which provides the potential to outperform the benchmark index
Low-cost alternative to other funds focused on Australian small companies