How the fund works

The Fund invests in Australian small companies listed in Australia that operate
sustainable business models and where we believe their medium-term growth is
under appreciated by the share market.

  • Medium term focus
    Medium term focus

    We focus on a company’s medium-term earnings delivery as it’s a significant driver of share price performance.

  • Sustainability
    Sustainability

    Integral to the investment process, we believe sustainability influences a company’s long-term value.

  • Boutique strategy
    Boutique strategy

    Dedicated emerging companies expertise with the backing of a large investment
    house and access to its research and investment platform.

Are you seeking capital growth through exposure to a portfolio of emerging companies?

The AMP Capital Australian Emerging Companies Fund invests in small companies (outside S&P/ASX 100 Index) that we believe can sustainably deliver medium-term earnings growth which in our opinion are currently underappreciated by the share market. Focusing on a company’s delivery of actual earnings is central to our investment approach, given we feel it’s a significant driver of future share price performance. We define ourselves by our ‘earnings drive share prices’ investment philosophy rather than any particular investment style. We also take the time to understand where a company is in their earnings cycle, as we think this is an important determinant of the price paid for the future earnings stream. We manage the strategy in an unconstrained style, targeting outperformance in different market environments.

“We invest in undervalued companies where we have conviction on medium-term earnings delivery that are supported by sustainable business models”

Phillip Hudak, Portfolio Manager

“We are driven by discovering undervalued Australian small companies with idiosyncratic exposures – this is our passion. Building long-term wealth for our clients is our vocation”

Matt Griffin, Portfolio Manager

What are the key risks associated with the fund?

Returns are not guaranteed. Australian shares carry a higher level of short-term risk, particularly if you do not hold your investment for the minimum suggested investment timeframe. Risks associated with the Fund may include the specific risks relating to companies generally and small companies specifically, and relating to share market investments and companies risks.  Please refer to the Product Disclosure Statement and Incorporated Information for further information on the risks associated with this Fund. Before choosing to invest in the Fund, investors should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investing and their investment.

 

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