Includes large well-known Australian companies
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FOCUS SERIES
Our Emerging Companies Portfolio provides investors diversity by investing in a range of small and medium sized stocks listed on the ASX. All great companies started small.
The portfolio provides exposure to ASX-listed small and mid-cap companies with strong growth potential.
It suits investors seeking access to Australia's emerging leaders outside the ASX 100 who can accept higher volatility for the potential of stronger long-term returns.
Includes large well-known Australian companies
| Investment Universe | Benchmark | Emphasis | Diversification | Strategy Inception | Management Fee |
|---|---|---|---|---|---|
| Ex-S&P/ASX 100 | S&P/ASX Small Ordinaries Accumulation Index | Capital growth | 35-45 positions | 1 July 2019 | 0.85% |
Emeco Holdings, MA Financial Group, Imdex Ltd, AIC Mines, NRW Holdings, Vault Minerals Ltd, Meeka Metals, Alcoa Corporation, Capstone Copper, Redox
Portfolio Manager: Jack Magann.
Chief Investment Officer: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.
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