Australian Emerging Leaders Fund

An actively managed portfolio of Australian listed smaller companies with attractive growth prospects.

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Fund Overview

The Ellerston Australian Emerging Leaders Fund is made up of a portfolio of between 30 – 60 smaller companies we’ve identified as being the next leaders in their respective industries.

The Fund adopts a unique investment process that aims to produce consistent returns over time.

  • Attractive risk/reward: an exposure to the smaller end of the small cap market (note: portfolio has a typical market cap of AUD$650m) gives investors access to attractive growth opportunities which can provide a source of uncorrelated returns throughout different market environments.
  • Under-researched: smaller cap securities tend to have lower levels of broker coverage compared with their large cap peers, which leads to an information asymmetry that can be leveraged by those willing to undertake fundamental research.
  • Diversification: smaller cap securities help to diversify a portfolio. The larger end of the Australian stock market is highly concentrated and dominated by particular sectors (i.e. Financials and Materials); smaller cap securities can provide diversification in a variety of other sectors.

The Fund employs an active, research-driven investment approach which seeks to identify a portfolio of smaller cap companies with the aim of delivering superior returns to the benchmark over time.

The Fund invests 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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Ellerston Capital Limited ABN 34 110 397 674 AFSL 283 000 is the responsible entity for the Ellerston Australian Emerging Leaders Fund (ARSN 647 979 333). The information supplied above has been prepared by Ellerston Capital Limited without taking account of the objectives, financial situation or needs of investors. Before making an investment decision about any Fund persons should obtain advice from an appropriate financial adviser, consider their own individual circumstances and obtain a copy of the relevant Product Disclosure Statement for the Fund which is available on this website. This material has been prepared based on information believed to be accurate at the time of publication. Assumptions and estimates may have been made which may prove not to be accurate. Ellerston Capital undertakes no responsibility to correct any such inaccuracy. Subsequent changes in circumstances may occur at any time and may impact the accuracy of the information. To the full extent permitted by law, none of Ellerston Capital Limited, or any member of the Ellerston Capital Limited Group of companies makes any warranty as to the accuracy or completeness of the information in this website and disclaims all liability that may arise due to any information contained in this website being inaccurate, unreliable or incomplete.

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