For Immediate Release
Ausbil is pleased to announce that Zenith Investment Partners (Zenith) has awarded its Australian SmallCap Fund (Fund) with a Recommended rating.

Launched in April 2020, the Ausbil Australian SmallCap Fund provides exposure to an actively managed portfolio of small cap Australian equities outside of the S&P/ASX 100. The Fund is managed by a dedicated and experienced small and micro-cap team, while drawing on the best ideas of the Ausbil’s broader Australian equities team.

“This is a timely rating as the Ausbil Australian SmallCap Fund is providing investors with access to a diverse range of growth sectors and opportunities to complement their exposure to the large cap equities universe,” said Mark Knight, Head of Distribution at Ausbil.

Ausbil uses a ‘core’ approach to seeking the best opportunities within the small-cap space, with a focus on liquid, well positioned and appropriately structured companies which are likely to enjoy positive earnings revisions in the future.

“Since commencing on 30th April 2020, the Fund to 31st March 2021 returned 67.79% (net of fees), outperforming the S&P/ASX Small Ordinaries Accumulation Index return of 33.15%, which is a pleasing outcome in a year defined by polar extremes,” said Portfolio Manager Arden Jennings.

“Our current portfolio positioning is designed to enable investors to capitalise on a vaccine-driven recovery, supported by ongoing monetary and fiscal stimulus, albeit with a strong quality and liquidity bias in the event that the outlook changes quickly,” said Portfolio Manager Mason Willoughby-Thomas.

The Ausbil Australian SmallCap Fund is now available on Hub24 for investment only.
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