For wholesale investors looking for long term capital growth
+918.83%
+15.88%
$5.1214
5+ Years
OPEN
* as at 30/11/2024
Value driven approach – Investee companies must be highly undervalued, profitable and meet a very demanding investment criteria. In-house investment research All research done “in-house” by our specialist Microcap and Smallcap investment team, independent of market noise and views. Concentrated long-only portfolio Portfolio of 15-40 companies with a 5 years + investment horizon. Some of the factors that may be looked at when considering an investment by the fund are:
Value driven approach Investee companies must be highly undervalued, profitable and meet a very demanding investment criteria. In-house investment research All research done “in-house” by our specialist Microcap and Smallcap investment team, independent of market noise and views. Concentrated long-only portfolio Portfolio of 15-40 companies with a 5 years + investment horizon. Some of the factors that may be looked at when considering an investment by the fund are:
*Annual compound returns
(*) Data as at 30/11/2024. (**) Fund inception on 6 March, 2009. Year returns are calculated as compound per annum. Returns and value are calculated after all fees and expenses and reinvestment of distributions. Please note that past performance is not indicative of future performance
Microequities strongly recommend that potential investors seek independent professional advice as to the risk, financial, taxation and other implications of investing. Past performance is not indicative of future performance. Microequities Asset Management Pty Ltd is a corporate authorised representative, number 462438, as appointed by Microequities Asset Management Group Limited holder of AFSL number 287526. Application for units in the Fund is limited to investors that are Wholesale or Sophisticated investors within the meaning of Section 761G(7) and 761GA(7) of the Corporations Act 2001.
Interested in investing with us?
Request an Infopack to receive a comprehensive Information Memorandum of each fund.
Suite 3105 Level 31
Governor Macquarie Tower
1 Farrer Place Sydney NSW 2000
Phone: +61 2 9009 2900
E-mail: invest@microequities.com.au
ⓒ COPYRIGHT 2022 MICROEQUITIES.
ALL RIGHTS RESERVED.
ⓒ COPYRIGHT 2023 MICROEQUITIES. ALL RIGHTS RESERVED.
Disclaimer: This website contains general information only and should not be construed or relied upon as legal, financial or professional advice. Accordingly the recipient should note that a) the advice has been prepared without taking into account the recipients objectives, financial situation or need; and b) because of that, the recipient should, before acting on the advice, consider the appropriateness of the advice, having regard to the recipients objectives, financial situation and needs, and obtain individual professional advice on this matter.
