For wholesale investors looking for long term capital growth
+641.76%
+12.32%
$3.4938
5+ Years
OPEN
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
(**) 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.
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