Objective

The Growth Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller companies.

We look for companies that exhibit two major characteristics: value and growth. When selecting an investment, it must have growth opportunities and be priced at a discount to our valuation. These are small cap companies listed in Australia and New Zealand.

The Fund is designed to grow capital by investing in a small number of growth companies where we consider value is greatest and the opportunity of earnings growth is high.

Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.

13.31%

Annualised since inception (after fees before tax)

$-.--

Unit price as at

Status:

Open
Returns as at 31 March 2024

Fund Performance

Cumulative return since inception

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.


Portfolio Team

Michael_G_low_web2.jpg

Michael Goltsman

Portfolio Manager (AU Office)
BCOM

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Mike Ross

Portfolio Manager (AU Office)
MCOM, BA

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Resources

Click on the links below to view more information about this fund
Fact Sheet
Product Disclosure Statement
Statement of Policy and Objectives (SIPO)
Latest Quarterly Update