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

The fund invests in very small companies we think have the greatest value and potential for future earnings. These are companies in Australia and New Zealand we believe are undervalued by the market. By emerging companies, we mean companies with a market capitalisation of up to $250 million in local currency relative to the exchange that they are listed on.

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


Annualised since inception (after fees before tax)


Unit price as at


Returns as at 30 June 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


Kent Williams

Portfolio Manager (AU)
BMathFin, FRM

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Michelle Lopez

Head of Australasian Equities and Portfolio Manager (AU)

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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