Annualised return since inception*
Total Return since inception**
The Emerging Fund’s objective is to deliver long-term capital growth by investing in very small companies listed in New Zealand and Australia. This fund is soft-closed. Click here to view the latest Fund Update.
The Fund is designed to protect and grow capital by investing in a small number of very small growth companies, where we consider value is greatest and the opportunity of earnings growth is high.
Further information about how the investment strategy is implemented is in the SIPO.
If you wish to invest, please download and read the Product Disclosure Statement (PDS) and the Statement of Investment Policy and Objectives (SIPO), then complete the online application form.
The fund invests in very small companies that we think have the greatest value and potential for future earnings. These are companies in Australia and New Zealand that we believe are undervalued by the market. By emerging companies, we mean companies that have a market capitalisation of up to $150 million in local currency relative to the exchange that they are listed on.
Find out more about our top holdings by checking out the latest Emerging Fund Fact Sheet.
Meet the Managers
Mark Devcich: Mark has overall responsibility for research and company analysis. He is also the Portfolio Manager for the Emerging Fund, and Co-Portfolio Manager of the Dividend Fund. Click here to read Mark’s full profile.