: The investment manager views equity as a business partnership and discourages frequent trading. They suggest a minimum 5-year investment horizon .
: The fund strictly avoids speculative or loss-making businesses. Investments are restricted to companies with a historically positive EBITDA.
: The Trust Company (RE Services) Limited. Inception Date : February 2019.
As with any equity fund, the manager emphasizes that past performance does not guarantee future results. Potential investors are required to read the Product Disclosure Statement (PDS) before applying for units via the official application forms . MICROEQUITIES VALUE INCOME FUND
The fund is designed for investors seeking long-term capital growth and semi-annual income through a portfolio of "undervalued" small-cap companies listed on the Australian Securities Exchange (ASX). :
: It targets the "small companies universe," specifically those with attractive growth profiles that may be overlooked by larger institutional investors. Key Fund Details
: Aims to provide semi-annual distributions to its unit holders. Performance (As of October 2023) : Monthly Return : -4.57% (net of fees) for October 2023. Total Return Since Inception : 63.21% (net of fees). Risk and Compliance