Ellerston Global Mid Small Cap Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: $5,000
Recommended investment period: Minimum: 5 years
The Fund invests in 20-40 Securities with a global mid-small cap bias. These securities are much larger than you think. They are typically global leaders in their markets with stronger growth than most businesses.Apply Now
The Ellerston Global Mid Small Cap Fund invests in between 20 and 40 Securities with a global mid-small cap bias. These securities are much larger than you think. The Fund, if represented as one stock, would be in the top 50 on the ASX with average market cap close to US$8bn. They are typically global leaders in their markets with stronger growth than most businesses.
The strategy adopts a disciplined bottom-up stock selection process, based on rigorous fundamental analysis which is overlaid with a top-down assessment of macroeconomic conditions and the market outlook.
Download our full list of holdings
|As at 31/10/2023||1 Month||3 Months||6 Months||1 Year||2 Years p.a.||3 Years p.a.||5 Years p.a.||Since |
|Ellerston Global Mid Small Cap Fund – Class A||-8.97%||-13.53%||-5.76%||-0.29%||-8.96%||3.67%||8.03%||8.86%|
|October 2023 Newsletter||31/10/2023|
|September 2023 Newsletter||30/09/2023|
|August 2023 Newsletter||31/08/2023|
|July 2023 Newsletter||31/07/2023|
|June 2023 Newsletter||30/06/2023|
|May 2023 Newsletter||31/05/2023|
|April 2023 Newsletter||30/04/2023|
|March 2023 Newsletter||31/03/2023|
|February 2023 Newsletter||28/02/2023|
|January 2023 Newsletter||31/01/2023|
|December 2022 Newsletter||31/12/2022|
|November 2022 Newsletter||30/11/2022|
|October 2022 Newsletter||31/10/2022|
|September 2022 Newsletter||30/09/2022|
Bill Joined Ellerston Capital in November 2015 and has 24 years financial markets experience.
Prior to Ellerston Capital, Bill was an Investment Manager at JGL Investments. At JGL, he managed a listed equity portfolio with a global mandate and absolute return focus.
Prior to JGL Investments, Bill worked as an Investment Analyst at Kira Capital, Senior Research Analyst at QIC and CIO at MMC Asset Management. Bill started his career at UBS Australia as a Senior Research Analyst.
Bill holds a Bachelor of Commerce from Bond University and is a CFA Charterholder.
Online applications are now easier than ever, please contact us if you have any questions.Apply Now