Specialist funds

    Specialist Australian

    Small Companies Fund 

    Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange (ASX). Small companies are generally those defined as being outside the top 100 of the ASX.

      

    • Objective

      To provide a total return (income and capital growth), after costs and before tax, above the Fund's performance benchmark on a rolling 3 year basis.

    • Target audience

      This product is likely to be appropriate for a consumer seeking capital growth to be used as a satellite/core holding within a portfolio where the consumer has a medium to long investment timeframe and a very high risk/return profile.

    • Withdrawal frequency

      Withdrawals are allowed daily. Withdrawals are normally processed within 5 business days. The constitution allows for payments to be made within 30 calendar days.

    What are the risks?

    The Fund may be suitable for a consumer with a more aggressive or very high risk appetite, seeking to maximise returns and can accept higher potential losses (eg has the ability to bear more than 6 negative returns over a 20-year period (SRM 7)) in order to target a higher return.

    The ‘Risks of investing’ section of the Product Disclosure Statement for this Fund provides further information about the risks noted above, as well as information about other investment risks of which you should be aware.

    For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.

     

     

    Investment partners

    Eiger Capital logo image

     

    Eiger Capital

    Eiger Capital is an active boutique Australian equities investment manager specialising in small companies. Eiger was founded in 2019 by Stephen Wood, Victor Gomes and David Haddad, who previously worked together at a large asset management company managing over $400 million in small company funds. The team employs a high conviction, style-neutral approach to investing.

    Perennial Smaller Companies logo image

     

    Perennial Smaller Companies

    With one of the largest and most diverse teams of investment professionals in the market, we seek out investment opportunities across a large universe. Our process utilises internal bottom up detailed company research and combines this with a value discipline in portfolio construction.

     

    Spheria Asset Management logo image

     

    Spheria Asset Management

    Spheria Asset Management is a fundamental-based investment manager with a bottom-up focus specialising in small and microcap companies. Spheria aims to achieve strong investment returns for clients with an emphasis on risk management.

     

    Platform Fund

     

    Fund details

    APIR code AMP0973AU
    Minimum investment  $10,000,000
    Investment objective The benchmark for the Fund is the S&P / ASX Small Ordinaries Accumulation Index. To provide total returns (income and capital growth) after costs and before tax, above the performance benchmark on a rolling 3 year basis.
    Investment approach The Fund normally invests primarily in shares in small companies listed on the Australian Securities Exchange (ASX). Smaller companies are generally those defined as being outside the top 100 companies listed on the ASX. The Fund may be invested in unlisted companies that are believed to be likely to be listed in the next 12 months on the ASX.
    Minimum suggested timeframe 7 years
    Distribution frequency Half-yearly
    Product inception date 10 Jan 2005
    Risk level (1-7) 7. Very High
    Benchmark S&P/ASX Small Ordinaries Accumulation Index
    Product status Open



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    What you need to know

    This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM).

    While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.

    ipac Asset Management Limited ABN 22 003 257 225, AFSL 234655) (IAML) is the responsible entity of the fund(s) and the issuer of the units in the fund(s) and the Product Disclosure Statement(s) (PDS). To invest in the Fund(s), investors will need to obtain and consider the current PDS or other offer document for the relevant Funds(s) available at amp.com.au/investments-pds. The PDS or offer document contains important information about investing in the Funds(s) and it is important that investors read the PDS or offer document before making a decision about whether to acquire, or continue to hold or dispose of units in the Funds(s). A target market determination has been made in respect of the Funds(s) and is available at www.amp.com.au/investments-tmd. Neither IAML, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this document. Past performance is not a reliable indicator of future performance.

    All information on this website is subject to change without notice.

    The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report . For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.


    About the fund

     

    Blends a portfolio of strategies that invest primarily in shares listed or expected to be listed on the Australian Securities Exchange (ASX). Small companies are generally those defined as being outside the top 100 of the ASX.