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.
The Fund, through its investment strategy, 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 and has one of the best long-term track records in Australasia and a five-star Morningstar Rating*.View Fund
One of our best performing funds with a five-star Morningstar rating*, the Emerging Fund gives investors access to very small companies.View Fund