The Fund provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common sense investing.
The ASF aims to provide Eligible Investors with access to a portfolio of ASX listed equity securities outside the S&P/ASX 100 Index. The portfolio may also have some exposure to ASX listed securities and global companies. (Wholesale Investors Only)
The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
The objective of the Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.
H&G High Conviction Limited is an investment company with a focus on risk adjusted returns through constructing a high conviction portfolio of microcap ASX-listed companies.
Mirrabooka is a listed investment company on the Australian Securities Exchange (ASX). Established in 1999, it specialises in investing in small and mid sized companies in Australia and New Zealand
Thorney Opportunities Ltd [TOP] is an ASX listed investment company (LIC) which concentrates on producing absolute returns for shareholders over the medium to long term. Its primary focus is on the careful selection of investments which enables TOP to be a constructive catalyst towards unlocking the value in the companies that it identifies.
WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange, with a focus on small-to-medium sized businesses. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities.
The Firetrail Australian Small Companies Fund is a concentrated portfolio of our most compelling Australian Small Company ideas.
OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
ECP Emerging Growth Limited (the “Company”) listed on the Australian Securities Exchange (ASX) in August 2014 is a Listed Investment Company (LIC) providing investors with access to an expertly crafted quality portfolio of Australian small and mid-cap growth companies.
NSC aims to provide investors with a long-term concentrated exposure to Australian public emerging companies (excluding resource companies).
A long only small-cap fund targeting future-facing emerging companies on the ASX.
The Fund is a long only, small cap Australian equities fund that typically invests in 20 – 40 companies. The objective of the Fund is to provide strong absolute returns, while also outperforming its S&P/ASX Small Ordinaries Accumulation Index.
Australian Small & Mid Cap Equity Funds are investment funds focused on stocks of smaller companies listed on the Australian Stock Exchange.
This segment of the equity market offers investors opportunities for capital growth, often with higher potential returns than larger cap stocks, while also coming with distinct risks.
Australian Small & Mid Cap Equity Funds primarily invest in companies with smaller market capitalizations—typically classified as those with a market capitalization under $3 billion (small cap) and between $3 billion and $10 billion (mid cap).
These funds aim to capture the upside potential of smaller companies that may not be as widely followed as large caps, often leading to opportunities for higher growth.
There are two main types of Australian Small & Mid Cap Equity Funds:
There are two main features of Australian Small & Mid Cap Equity Funds:
There are three main risks of investing in Australian Small & Mid Cap Equity Funds:
When comparing these funds, investors should consider the following factors:
Investors can gain exposure to Australian Small & Mid Cap Equity Funds through:
A small-cap stock typically has a market capitalisation of under $3 billion.
A mid-cap stock generally falls between $3 billion and $10 billion in market capitalisation.
Small & Mid Cap Equity Funds are generally better suited to risk-tolerant investors looking for higher growth asset classes.
Capital gains generation can lead to tax liabilities and income tax is payable on fund distributions, varying by individual circumstances.
Investors can generally redeem their units by following the fund's specific withdrawal process which can take time.
Yes, due to market volatility and fund performance risks.
It is advisable to assess your portfolio at least annually, or more frequently if market conditions change.
This varies by fund. Some funds may have minimum initial investments ranging from $1,000 to $5,000.
Australian Small & Mid Cap Equity Funds represent a distinctive investment opportunity with the potential for significant capital growth. This asset class presents both unique benefits and risks.
By understanding the types of Australian Small & Mid Cap Equity Funds available and how to evaluate them, investors can make informed decisions that align their portfolios with their risk tolerance and investment objectives.
