SMLL

About

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 using 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

Advantages

• Performance – aims to outperform the S&P/ASX Small Ordinaries Accumulation Index
• Diversification – with a single trade, investors can get exposure to a portfolio of high quality, profitable Australian small companies, providing diversification across industry sectors and individual securities
• Portfolio completion – Fund provides access to a portfolio that specifically excludes stocks to which many investors are already exposed
• Cost effective –  Fund’s management fee significantly lower than most actively managed funds that invest in Australian small companies
• Liquidity – available to trade on ASX like any share

How to Invest

• You can buy or sell units just like you’d buy or sell any share on the ASX
• Fund requires no minimum investment