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.

  • 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.

  • 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.

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.


Cookies & Tracking on our website.  We use basic cookies to help remember selections you make on the website and to make the site work. We also use non-essential cookies, website tracking as well as analytics - so we can amongst other things, show which of our products and services may be relevant for you, and tailor marketing (if you have agreed to this). More details about our use of cookies and website analytics can be found here
You can turn off cookie collection and/or website tracking by updating your cookies & tracking preferences in your browser settings.