Microcap Opportunities
Description
We focus on companies outside the S&P/ASX Top 100 Index with a market capitalisation of less than $500 million. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. Typically, the portfolio holds, approximately 45 to 60 stocks.
Objective
We aim to grow the value of your investment over the long term by investing in a portfolio of Australian microcap companies that are either listed or unlisted companies found outside the S&P/ASX Top 100 Index, and to provide a total return (after fees) that exceeds the S&P/ASX Small Ordinaries Accumulation Index measured on a rolling three-year basis.
Investor Profile
Investors with an investment horizon of five years or more, who are seeking exposure to a portfolio of ‘value oriented’ companies listed (or soon to be listed) on the ASX and unlisted companies, who could be considered small or microcap stocks.
Start investing in Microcap Opportunities today.
Online application is quick and simple.
Risk/Return profile
High
Returns achieved mainly through
Growth and Income
Minimum investment
$25,000
Income distribution
Annually
Min. recommended investment period
5 years
Minimum added investment
$5,000
Commentaries Archive
Items
Microcap Opportunities Commentary 02/17