Smallco investment fund

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The objective of the Smallco Investment managed fund is Smallco expects that a typical investor in the Smallco Investment Fund would be seeking some income but mostly capital growth and understands and accepts that the value of their investment can rise and fall. The Smallco Investment Fund is not a short-term investment and Smallco suggests that investors adopt a minimum three year time horizon for investment in this Fund. The Manager classifies a smaller company as one outside the top ASX listed companies by market capitalisation at the time the Fund makes its initial investment. This was made up of a growth return of These returns were calculated as at 29 Feb This was made up of a growth return of 6. The asset allocation of the Smallco Investment managed fund is :.

Smallco investment fund

Entry Price This price includes the buy spread. Exit Price This price includes the sell spread. Smallco aims to provide good long term returns in SIF through actively looking for high quality, smaller companies whose share price is significantly less than what Smallco considers to be the true long term underlying value of the shares. Smallco's philosophy is that it is better to have a small number of good investments rather than a large number of mediocre investments. Accordingly, SIF will usually be relatively concentrated, generally invested in between 20 and 35 securities. It will hold cash when opportunities are scarce. SIF is managed with a "Growth at a Reasonable Price" bias employing a bottom up approach with a strong focus on earnings direction and risks. We are strong believers that earnings are the key driver of shares prices and that more accurate forecasting of earnings will drive greater and more consistent outperformance. Smallco believes that higher returns are available from smaller companies as these companies are generally not as well followed by the market. Smallco actively looks for high quality smaller companies whose current share price is significantly less than what is considers to be the true long term underlying value of the shares. SIF has the flexibility to continue to hold these companies in the portfolio if they grow successfully and move into the ASX Some characteristics of high quality, smaller companies that Smallco Seeks to identify include: strong competitive position, good management, attractive and predictable earnings outlook, high returns on funds employed and strong cash generation. Stock weightings within SIF are determined by the assessment of the quality of the stock, the likely investment outcome, liquidity and the risk of sustained capital loss. Smallco typically invests in higher quality, smaller Australian listed companies.

Active Global Fixed Interest Funds.

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The objective of the Smallco Investment managed fund is Smallco expects that a typical investor in the Smallco Investment Fund would be seeking some income but mostly capital growth and understands and accepts that the value of their investment can rise and fall. The Smallco Investment Fund is not a short-term investment and Smallco suggests that investors adopt a minimum three year time horizon for investment in this Fund. The Manager classifies a smaller company as one outside the top ASX listed companies by market capitalisation at the time the Fund makes its initial investment. This was made up of a growth return of These returns were calculated as at 29 Feb This was made up of a growth return of 6.

Smallco investment fund

Entry Price This price includes the buy spread. Exit Price This price includes the sell spread. Smallco aims to provide good long term returns in SIF through actively looking for high quality, smaller companies whose share price is significantly less than what Smallco considers to be the true long term underlying value of the shares.

Cototos

Our professionally-tailored investment portfolios consistently beat most of our peers. Please wait. Subscribe to our quarterly updates. An industrials bias. Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers. Subscribe to our newsletters. ASX Market Report. Portfolio HealthCheck. Learn to invest in The Smallco Investment managed fund has an inception date of 31 Oct Diversified ETF portfolios. Passive Australian Fixed Interest Funds.

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Skip to Content. Not a member? Morningstar Data. Industry Insights. The firm was founded on the premise that pricing inefficiencies exist within the Australian small-cap listed equities space which can be exploited. Unsuccessful registration Registration for this event is available only to Eureka Report members. Purchase order. ASX Market Report. Looks you are already a member. Risk level High Investor suitability The Fund is designed for investors who can tolerate a high level of risk and invest in the Fund as one part of a diversified portfolio of investments. Forgotten password Please enter your email address below to request a new password Email is required. Returns are not guaranteed.