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High Income Value Microcap Fund

– Key Benefits

 

  • Expected to provide regular (semi-annual) cash distributions
  • Distributions may carry imputation tax credits
  • Portfolio construction consisting of both income and value
  • Dividend income distributions not subject to performance fee
  • Opportunity to invest in under-researched Microcap stocks
  • Early access to potential high growth companies
  • Manager with extensive experience in the Microcap sector
  • In-house research expertise and capability
  • Stocks generally held for longer than 12 months thus delivering CGT benefits to Unitholder