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.
The benchmark for the Fund is the S&P / ASX Small Ordinaries Accumulation Index.
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.
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 and Incorporated Information 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
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 $400m in small company funds. The team employs a high conviction, style-neutral approach to investing.
Eley Griffiths Group
Founded in 2003, Eley Griffiths Group Pty Ltd (“EGG”) is a Sydney based boutique investment manager specialising in Australian and New Zealand mid, small and emerging companies. The aim of EGG's investment process is to deliver consistent outperformance through all market conditions.
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
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.
View our pricing and performance page for more information
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. However, there is some ability for managers to invest in those stocks in the Top 50-100 band if allowed for in the individual managers mandate. Up to 20% of 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 has been prepared by National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM). 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 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. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this information, and seek professional advice, having regard to their objectives, financial situation and needs.
The investment option referred to on this page is available through products issued by N.M. Superannuation Proprietary Ltd ABN 31 008 428 322, AFSL 234654 (NM Super)..
Neither NM Super, 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 information. Past performance is not a reliable indicator of future performance. All information on this website is subject to change without notice. NMFM is part of the AMP group.
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.