Ausbil Australian SmallCap Fund
The Fund provides exposure to an actively managed portfolio, predominantly made up of listed small cap Australian equities, which are primarily chosen from the S&P/ASX Small Ordinaries Index constituents.
Ausbil believes that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focusing only on growth or value investing, Ausbil’s investment processes allow it to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions. Ausbil’s active investment process aims to exploit the inefficiencies across the small and micro cap market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.
The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from the long term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.
Fund Objective
To achieve returns (before fees and taxes) in excess of the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term. There is no guarantee that this objective will be achieved.
Product Disclosure Statement
Reports
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Fact Sheet |
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Monthly Performance Report
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Quarterly Report
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Documents and updates
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