Sydney, Australia
Ausbil Investment Management (Ausbil), a leading investment manager, is proud to announce that the Ausbil Australian SmallCap Fund (Fund) recently celebrated its 5th anniversary. This milestone also coincides with the Fund achieving the #1 top- performing Australian small-cap fund1 since its inception.

Over the past five years, the Ausbil Australian SmallCap Fund has achieved a net of fees return of 23.14% pa, compared to its benchmark, the S&P ASX Small Ordinaries Accumulation Index, of 7.73% pa, delivering 15.41% pa outperformance. The Fund’s consistency of performance is notable, maintaining at least top-3 ranking for since inception gross performance, in the Mercer Survey (Australian Small Companies (Ex 100 Universe), for 53 consecutive months over the same period.

At the helm of the Ausbil Australian SmallCap Fund are Arden Jennings and Andrew Peros, two seasoned investment professionals with a combined experience of over 30 years in the financial services industry. Their leadership and expertise have been instrumental in the Fund’s success.

“We are incredibly proud to achieve this 5-year milestone. Our performance is a direct result of the unwavering commitment of our Emerging Companies team. We remain focused on delivering superior returns for our investors and are excited about the opportunities that lie ahead for Australian small caps,” said Arden Jennings.

“Our team’s ability to navigate this market and identify undervalued and under-owned gems has been key to our success. We are grateful for the trust our investors have placed in us and are committed to continuing our track record,” said Andrew Peros.

In recognition of his contribution to the Ausbil Emerging Companies investment capability, Beyhan Irmako has been promoted to Co-Portfolio Manager, Small & Microcap. Alongside Tom Cutler, Co-Portfolio Manager, Beyhan adds further support to Ausbil’s growing Emerging Companies capabilities, comprising ASX-listed mid-cap, small cap and micro-cap companies.

As the Ausbil Australian SmallCap Fund enters its sixth year, the team is poised to build on its success. The team also manage the Ausbil MicroCap Fund, which has a 15-year track record of outperformance.

With a continued focus on its disciplined approach and a commitment to delivering outperformance, the team is well-positioned to capitalise on the evolving landscape of the small and micro-cap equity market.

Performance (net) returns2


The Ausbil Australian SmallCap Fund is available for investment directly with Ausbil and on Asgard, BT Panorama, CFS Edge, Dash, Hub24, MLC Expand, Macquarie Wrap, Mason Stevens, Netwealth, North, Powerwrap and Praemium.
ENDS
More information
For more information about the Ausbil Australian SmallCap Fund, please visit the Fund’s product page at www.ausbil.com.au.
1. Based on the Mercer Survey rankings for active Australian Small Companies (Ex-100) strategies published as at 30 April 2025. 2. Returns are calculated after fees have been deducted, assuming reinvestment of distributions. No allowance is made for tax. Past performance is not a reliable indicator of future performance. Source: Ausbil, 30 April 2025.

About Ausbil Investment Management
Ausbil is a leading Australian based investment manager. Established in April 1997, Ausbil’s core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trust and retail clients. Ausbil is owned by its employees and New York Life Investment Management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company. As of 30 April 2025, Ausbil has over $AUD19.2 billion in funds under management. For more information, visit www.ausbil.com.au.
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