Zurich Investments Small Companies Fund Managed by Ellerston Capital Upgraded by Zenith to ‘Recommended’March 2015
The Zurich Small Companies Fund, managed by Ellerston Capital provides a style neutral exposure to the small companies segment of the Australian equities market. The Fund may also invests in Asian (ex Japan) equities.
They noted the portfolio construction process to be transparent which importantly ensures that the team’s best ideas are reflected in the Fund.
Zenith cited the team’s solid track record of managing Australian small cap strategies and in addition their demonstrated ability to add value through the Funds Asian equities exposure.