Ellerston Australian Micro Cap Fund

The Fund is an actively managed portfolio of Australian listed smaller company securities.

  • Greater opportunities for alpha: Micro Cap companies are under researched compared to larger companies which increases the reward for effort and the opportunity for alpha.
  • Access to growth at reasonable prices: Micro Cap companies that are growing provide the potential for returns as long as you don’t overpay for that growth.

Discover the wealth creation potential of smaller companies

At a Glance

The Ellerston Australian Micro Cap Fund is made up of a portfolio of between 30 – 60 Micro Cap stocks.  The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio.

The team aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.

+ Disclaimer and Notes

Ellerston Capital Limited ABN 34 110 397 674 AFSL 283000 is the responsible entity and issuer of units in the Ellerston Australian Micro Cap Fund ARSN 619 727 356. Any information is general and does not take into account your personal objectives, financial situation or needs. Accordingly you should consider the relevant disclosure document before deciding whether to acquire or continue to hold units in the Fund available from this website or by contacting us on 02 9021 7797.