Ironbark Renaissance Australian Small Companies Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100017-2023-11-15-02:29.pdf |
FUND MANAGER | Renaissance Smaller Companies Pty Ltd |
ASX Code | |
APIR | PAT0002AU |
ASSET CLASS | AUSTRALIAN EQUITIES |
INVESTMENT STYLE | The Fund is an actively managed high conviction portfolio of Australian small companies shares. |
INVESTMENT PROFILE | The Fund's investment objective is to outperform the benchmark (before fees) over rolling 4 year periods. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 30-06-2005 |
BENCHMARK | S&P/ASX Small Ordinaries Accumulation Index |
FUND SIZE | S&P/ASX Small Ordinaries Accumulation Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | Up to 65 |
FEES | 1.1275% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Ironbark Renaissance Australian Small Companies FundBenefits of investing in the Fund include:
Risk levelHigh Investor suitabilityThe Fund may suit an investor seeking high growth potential over the suggested investment horizon and, willing to accept the higher risk/return profile of investing in an actively managed portfolio of smaller companies listed on the ASX. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundThe Ironbark Renaissance Australian Small Companies Fund’s (Fund) objective is to outperform its benchmark, the S&P/ASX Small Ordinaries Index, before fees over rolling 4-year periods. With a robust investment process that maintains a strong focus on stock selection, the Fund offers investors an opportunity to access a value style portfolio of diversified small capitalisation securities. The Fund is actively managed by a team of specialist investors at Renaissance Smaller Companies, whose approach to Australian equities is built on the belief that fundamental, bottom-up research can identify undervalued companies that can deliver superior returns over time. Why invest?
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Mandate
How we invest your moneyRenaissance employs an active approach to investment management, adopting a ‘bottom up’, value-based philosophy. Renaissance identify opportunities by monitoring the difference between prevailing market prices and the assessed valuation. Most commonly this occurs due to behavioural inefficiencies, caused by sentiment or momentum driven price movements, or informational inefficiencies, situations where the market has mispriced securities due to incorrect assumptions or lack of recognition of change. This approach reflects the belief that, in the absence of structural change, security prices will ultimately tend back to fair valuation through the course of an investment cycle. Renaissance’s investment process is focused upon identifying these opportunities. The Fund may invest in:
Asset allocation
The asset allocation is only a target, actual allocations can change within the ranges significantly and sometimes quickly. |