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Deep Value Fund

For wholesale investors looking for long term capital growth

Fund Highlights*

Total Return since inception in 2009

+852.75%

Compound pa since inception in 2009

+16.02%

Recommended Investment Term

5+ Years

Unit Price

$4.7895

Fund Status

OPEN

Total Return since inception in 2009

+852.75%

Compound pa since inception in 2009

+16.02%

Unit Price

$4.7895

Recommended Investment Term

5+ Years

Fund Status

OPEN

Value of $100,000 Invested At Inception**

* as at 30/04/2024

About the Fund

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Minimum
$100,000

Minimum
$100,000

Minimum
$100,000

Minimum
$100,000

Investment Approach

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: 

Key Benefits of the Fund

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:

Deep Value Fund Performance*

Deep Value Fund

10 Year

+9.17%

5 Year

+9.00%

3 Year

+3.40%

1 Year

+16.69%

Total since inception**

+852.75%

Compound since inception**

+16.02%

(*) Data as at 30/04/2024. (**) 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

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