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Australian Smaller Companies Fund

Objective

The aim of the tribeca australian smaller companies strategy is to outperform the S&P/ASX small ordinaries accumulation index by 5-10% over rolling three to five year periods by investing in a diversified portfolio of australian smaller companies.

Fund Facts

Asset ClassAustralian Equities
StyleFundamental long only
CurrencyAUD
InceptionJanuary 1999
BenchmarkS&P/ASX Small Ordinaries Accumulation Index
Minimum Investment$25,000 Retail Class / Institutional Class on application
Typical No. Of Stocks40 – 60

Key Features

Actively Managed, Long-Only Strategy
The Fund Has Outperformed Its Objective 14 Out Of The 18 Years
Style-Neutral Exposure To Australian Smaller Companies
A Strong, Disciplined And Principled Fundamental Process

Portfolio Managers

Get in touch

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Invest Now

Retail
Retail investors are able to access the fund through Grant Samuel, our retail distribution partners, please click on the link below to access the fund page and application forms
Institutional
The fund is currently open to institutional investors, to make a query and discuss the offering further, please get in touch with our investor relations team:
Investors@tribecaip.com.au
Phone: +61 (2) 9640 2600