Fairview Equity Partners Emerging Companies Fund (FEPECF)
Investment objectiveThe Fund seeks to provide capital growth and some income by outperforming the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees).
Investment universeThe Fund will invest in smaller listed Australian securities which predominantly comprise the S&P/ASX Small Ordinaries Accumulation Index.
Suitable InvestorsThe Fund may be suited to you if you:
- recognise the greater long-term wealth creation potential of equities relative to other asset classes;
- wish to benefit from an actively managed Australian small companies equity portfolio managed by a specialist boutique investment manager;
- are looking to enhance the performance of your Australian equity portfolio;
- wish to diversify your Australian equity portfolio to include access to a range of new and emerging companies that show strong growth potential;
- have a longer term investment horizon;
- do not require an income stream;
- can benefit from franking credits; and
- are able to accept the volatility of investing in growth assets and the risk of derivatives.
The Trust may not be suited to you if you:
- are unable to accept significant short-term volatility; and
- cannot tolerate, either financially or emotionally, the times when the returns from this Trust are different to those of others.