For wholesale investors looking for regular cash income
+236.39%
+9.59%
$1.6539
+7.04%
5+ Years
Cash Distributions
Value driven approach Investee companies must be highly undervalued, profitable and meet a very demanding investment criteria. 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:
(*) Data as at 31/05/2025. (**) Fund inception on 1 March, 2012. (***) Subject to change pending distribution calculation at 30 June 2019’. 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.
(*) Data as at 31/05/2025. (**) Fund inception on 1 March, 2012. (***) Subject to change pending distribution calculation at 30 June 2019’. 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
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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Phone: +61 2 9009 2900
E-mail: invest@microequities.com.au
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