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Gain exposure to foreign currency assets by investing in undervalued Microcaps listed in predominantly advanced economies around the world

$100,000

Minimum Investment

Monthly

Applications and Redemptions

5 Years

 

Recommended Investment Term

Yearly

Distributions

Performance Vs the All Ordinaries Accumulation index*

 
3 year
2 year
1 year
Total since inception**
Global Value Microcap Fund
+12.99%
+23.38%
+40.94%
+94.25%

(*) Data as at 30/09/2021.  (**) Fund inception on 1 December, 2015
Year returns are calculated as compound per annum. Returns are calculated after all fees and expenses and reinvestment of distributions. Please note that past performance is not indicative of future performance.

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ABOUT THE GLOBAL VALUE MICROCAP FUND:

✓ Invests in a selection of undervalued, profitable and growing Microcaps listed in predominantly advanced economies around the world. At the time of initial investment, companies are generally below a market capitalisation of US$300 million or equivalent in the company’s local currency.

✓ Monthly liquidity; no gearing or derivatives (cash & long equities only).

✓ Microequities’ management owns 25% of total FUM across all investment funds.

✓ For wholesale and sophisticated investors only as defined by the Corporations Act 2001