Experts' Choice Small Companies Fund

The Experts’ Choice Small Companies Fund (the Fund) invests in managed investments that hold smaller capitalisation Australian shares and other securities listed on the Australian Stock Exchange. The Fund aims to provide high relative investment growth over the long term above the Fund’s performance benchmark (after costs and before tax).

Fund name Experts' Choice Small Companies Fund
APIR code HLR0023AU
Investment objective To provide high relative investment growth over the long term by investing in smaller capitalisation Australian shares, which exceed the Fund's performance benchmark after costs and before tax.
Investment approach The Experts' Choice Small Companies Fund currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed Australian small companies. The Fund provides access to fund manager products, which we consider to be high quality within the small cap investment universe. The Fund diversifies its exposure to different investment strategies to seek to minimise the risk of underperformance.
Minimum suggested timeframe 7 years
Distribution frequency HalfYearly
Product inception date 30 Apr 2007
Risk level (1-7) 7. Very High
Product status Open

Fund Information

APIR code
Minimum investment

Unit Prices

As at 16 Oct 2020


As at 30 Sep 2020
1 Month -1.57%
3 Month 12.01%
1 Year 1.71%
3 Year 9.32%
5 Year 10.73%
Since inception 3.83%
Past performance is not a reliable indicator of future performance.

Important note: The unit prices displayed in this section are indicative only

If unit prices are not available for today then the latest available prices will be displayed. Unit prices are not calculated on weekends or public holidays.

Our unit price discretion policy states where we may exercise certain discretions in determining the unit price of units on application or withdrawal in each investment option. View and download our Unit Pricing Discretions Policy for the types of discretions that we may exercise, in what circumstances, our policies on how we exercise the discretions and the reasons why we consider our policies are reasonable.


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Unit prices are provided for your information only and are not guaranteed. They are based on historical data and you should not rely on the above information as the basis for making any investment, financial or other decision as past unit prices are not a reliable indicator of future unit prices.


During the time it takes to process an application or redemption application, the unit price may vary and the actual unit prices applying to applications and redemptions may differ from those displayed in this section. Actual unit prices can be confirmed on receipt of a completed application or redemption form.


None of AMP Capital Funds Management Limited (ABN 15 159 557 72, AFSL 426455), AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497), National Mutual Funds Management Limited (ABN 32 006 787 720, AFSL 234652), or any company within the AMP Group makes any representation or warranty as to the reliability, completeness or accuracy of the unit price information or accepts any responsibility arising in any way (including by reason of negligence) for errors in or omissions from the unit price information.

The information in this section is not an offer or recommendation of securities or other financial products offered by the AMP Group and is not an invitation to take up securities or other financial products. Investors should consider the relevant PDS available from us for the relevant fund before making any decision regarding the product.

Important notes: Past performance

Past performance is not a reliable indicator of future performance.

Performance is annualised for periods greater than one year. Total returns are calculated using the unit price which uses the net asset values for the relevant month end. This price may differ from the actual unit price for an investor applying for or redeeming an investment. Actual unit prices will be confirmed following any transaction by an investor. Returns quoted are before tax, after fees and costs, and assume all distributions are reinvested.

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