A diversified portfolio of Australian small companies
What the Macquarie Australian Small Companies Fund Offers
To a portfolio of Australian small companies identified as having attractive fundamentals
Aims to achieve consistent active returns
By holding a large number of small active positions
Emotional bias risk reduced
A systematic approach to capturing the fundamental characteristics of stocks
About the Macquarie Australian Small Companies Fund
Macquarie is one of Australia's largest equities managers with over 30 years' experience managing portfolios. Our experienced global equities team has over 90 investment professionals located in Sydney, Hong Kong, New York, Boston and Philadelphia.
The Macquarie Australian Small Companies Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (Benchmark) over the medium to long term (before fees). It aims to provide capital growth and some income.
The Fund provides exposure to an actively managed and diversified portfolio of Australian small cap equities through securities listed, or expected to be listed, on the Australian Securities Exchange. The Fund may also provide exposure to equity issued by Australian entities on offshore exchanges, derivatives (including options, futures, warrants and forwards) and cash.
The Investment Manager aims to build a portfolio providing exposure to some of the fastest growing companies on the Australian sharemarket.
The process seeks to identify companies which:
- rank highly on the Investment Manager’s quantitative screens, and
- may exceed market expectations over the long term.
Why choose Macquarie?
- Quality service
- Our service is informed, friendly, professional and reliable.
- A better way to build your wealth
- Specialist investment experts to help build your wealth.
- More opportunities
- We're committed to bringing you world class investment strategies to help you build and manage your wealth.