Our philosophy is based on the premise that the sharemarket often inefficiently prices smaller companies due to a lack of coverage by the investment community.
Head of Research and Portfolio Manager
Which fund is right for you?
Each of our funds has a focus, giving you a range of options depending your investment and portfolio goals. All funds are actively managed by our investment team. By focusing our investment strategy on fast-growing smaller companies, we provide people access to an area of the market not widely accessible to many investors.
Through its investment strategy, the Growth 2 Fund has exposure to companies whose potential we don't consider to be fully realised by the market, but we consider the value to be great and the opportunity of earnings growth to be high.View Fund
The Cash Plus Fund provides investors with a conservative cash investment with the benefit of an equity ‘kicker’. Up to 20% is invested in our growth funds, giving us the ability to outperform bank rates.View Fund
The objective of our Global Fund is to provide investors with long-term growth by investing in global companies. This is our most diversified product, with approximately 500 underlying investments.View Fund
The Dividend Fund was launched in 2011 to give investors access to long-term capital growth, as well as regular dividend payments (six-monthly, in June and December). This fund has a proven long-term track record.View Fund
Our flagship product, the Growth Fund was launched in 2007. This fund is soft-closed, but we launched the Growth 2 Fund to give investors access to a similar investment strategy to the Growth Fund.View Fund
The Emerging Fund gives investors access to very small companies where we consider the value is greatest and the possible of earnings growth is high.View Fund