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| Strategy | |
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| Latest 24 Months | |
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| Fund Overview | The Fund may invest in securities expected to be listed on the ASX within 12 months. The Fund may also invest in securities listed, or expected to be listed, on other exchanged where such securities relate to ASX-listed securities |
| Manager Comments | At the end of September, the portfolio composition by sector comprised 29% Discretionary, 17% Industrial, 14% Financials, 11% Materials, 10% Consumer Staples, 9% IT, 7% Health Care and 3% cash. The Fund's top holdings included Pinnacle Investment Management, Baby Bunting, Clover, BWX and Helloworld. The Fund invests predominantly in micro and small-cap stocks listed on the ASX. It is managed via a research-intensive and predominantly bottom-up investment approach. The Fund focuses on high quality stocks and seeks to avoid the higher risk that usually comes with micro and small-cap stocks. |
| More Information |
