Emerging

This is one of the only true emerging company funds available in Australasia with a proven track record.

Mark Devcich
HEAD OF RESEARCH & PORTFOLIO MANAGER




ALL DATA AS AT 30 SEPTEMBER 2018

Inception

Apr 2013

25.2

%
p.a.

Annualised return since inception*

243.6%

Total Return since inception**

Soft Closed

The Fund

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.

Investment Process

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.

Investments

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

Soft Closed
* Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.