Ellerston Australian Emerging Leaders Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: $5,000
Recommended investment period: Minimum: 5 years
Returns uncorrelated to traditional asset classes with a strong focus on capital preservation.Apply Now
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.
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.
|As at 31/10/2023||1 Month||3 Months||6 Months||1 Year||Since |
|Ellerston Australian Emerging Leaders Fund||-3.41%||-4.24%||-2.53%||-5.42%||-12.60%|
Online applications are now easier than ever, please contact us if you have any questions.Apply Now