MINIMUM INVESTMENT
$200,000
APPLICATIONS AND REDEMPTIONS
Monthly
RECOMMENDED INVESTMENT TERM
5+ Years
IN SPECIE DISTRIBUTIONS
Annually
ABOUT THE FUND
✓ Concentrated portfolio of 15-40 hand picked highly undervalued and profitable Australian listed Microcaps.
✓ Monthly liquidity: no gearing or derivatives (cash & long equities only)
✓ Microequities’ shareholders and staff members, including the investment team, own over 20% of total FUM across all investment funds.
✓ For wholesale and sophisticated investors only as defined by the Corporations Act 2001.
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 investment team, independent of market noise and views.
Concentrated long-only portfolio
Portfolio of 15-40 companies with a 5 years + investment horizon.
KEY BENEFITS
- > Early access to potential high growth companies
- > Manager specialised in the Microcap asset class for over 10 years
- > Manager with solid track record of succesful investments
- > In-house research expertise and capability
- > Value investing philosophy
- > Bottom-up investment research based experience
- > Performance based incentive for the Manager
- > Distributions may carry imputation tax credits
- > Stocks generally held for longer than 12 months thus delivering CGT benefits to Unit holder