Eiger Australian Small Companies Fund

The Eiger Australian Small Companies Fund (The Fund) provides exposure to a select, actively managed portfolio of stocks with a small-medium level of capitalisation listed, or expected to be listed, on the Australian Securities Exchange (ASX) and the New Zealand Securities Exchange (NZX).

Fund facts

ObjectiveThe Fund aims to outperform its benchmark over rolling five year periods (after fees)
BenchmarkS&P/ASX Small Ordinaries Accumulation Index.
Stocks held30-60
Minimum investment timeframe At least five years
Minimum initial investment$10,000 or $1,000 with Regular Savings Plan
Management fee 1.00% p.a.
Performance fee20% of the Fund’s daily return (after fees and expenses, and after adding back distributions paid) above the Performance Benchmark
Performance benchmarkThe daily return of the S&P/ASX Small Ordinaries Accumulation Index.
Distribution frequencyQuarterly
APIR codeHOW2967AU

Key features of the Fund

  • Diversified portfolio: provides access to a portfolio of small to medium sized companies diversified across all sectors in Australia and New Zealand.
  • Experience investment professionals: access to a specialist investment team with over 60 years’ combined experience investing in small to medium companies.
  • Robust investment process: stringent research process driven by fundamental, in-depth and comprehensive analysis of a business’s operations. This is applied practically in two ways; site and company visits (external research) and detailed financial modelling (internal research).
  • Access to growing companies and industries: the small companies market is comprised of many fast-growing businesses that capitalise on changing industry dynamics and innovation.