Ellerston Australian Micro Cap Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: $5,000
Recommended investment period: Minimum: 5 years
An actively managed portfolio of Australian listed micro cap companies with attractive growth prospects.
Apply NowThe Ellerston Australian Micro Cap Fund is made up of a portfolio of between 30 – 60 smaller and micro cap companies. The Fund adopts a unique investment process that aims to produce consistent returns over time.
The Fund employs an active, research-driven investment approach which seeks to identify a portfolio of smaller and micro cap companies with the aim of delivering superior returns to the benchmark over time.
The Fund will invest in companies that are believed to have the potential to deliver significant upside over the medium term and where there is a reasonable margin of safety to mitigate downside risk. Investments will generally be made in companies that have sound business franchises with attractive earnings profiles that operate in growth industries and trade at a discount to valuation.
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