The Fund applies a systematic investment strategy, designed to identify undervalued equities listed on the SX300 through processes that focus on robust filters.
The investment objective of the Fund is to generate capital gains by investing predominantly in listed Australian equity securities with an aim to exceed the return achieved by the S&P/ASX Small Ordinaries Index, over the long-term. At times the Fund may invest in international equities, and it may use futures and options, however the Investment Manager does not presently seek to engage in these investments.
Vasco Custodians Pty Ltd
M&Q Capital Pty Ltd trading as Spatium Capital
$1.06 as at 28 February 2023
Vasco Fund Services Pty Ltd
Target Market Determination
Click here to access the Target Market Determination for this product.
Please contact the Investment Manager for further information