Small Companies Fund

Our Small Companies Fund gives investors exposure to listed Australian small companies, which are outside the top 50 by market value and is managed using a 'capital' (growth) approach to investment.

Key features

• a dedicated exposure to listed Australian small companies shares, managed by AMP Capital Investors
• the ‘capital’ investment style is based on the expectation that wealth creation is closely linked to a company’s ability to manage its capital
• we seek out companies with the capacity to deliver sustainable excess returns on their capital base
• available on and off-platform (minimum investment $30,000)

Fund facts
APIR code	AMP0446AU (Class A units) AMP1077AU (Private Client units) AMP0577AU (Wholesale units)
Fund aim	To provide long term capital growth while accepting high levels of volatility.
Risk level	High
Time frame	Minimum 5 to 7 years
Inception date	3 May 2000 (Class A & Wholesale units) 19 June 2006 (Private Client units)
Benchmark	S&P/ASX Small Ordinaries Accumulation Index
Available	On and off-platform

 

 

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