SMALLCO INVESTMENT MANAGER (Smallco)
Smallco commenced operations in April 2000 and currently manages approximately $300m of funds spread across the Smallco Investment Fund, the Smallco Broadcap Fund and a Broadcap mandate from a family office.
Smallco was founded by Rob Hopkins and Bill Ryan who had worked together previously at ANZ Securities during the 1990’s. They founded Smallco on the premise that inefficiencies do exist within the pricing of smaller companies within the Australian listed securities market. Read more
Fund Manager of the Year
The strength of Smallco Investment Funds’ returns over the last 12 months made it a sure winner of the equities (long short) category this year's Money Management/Lonsec Fund Manager of the Year awards. Read more.
Smallco Investment Fund (SIF)SIF invest in high quality, smaller companies whose share price differs significantly to what Smallco considers to be the true underlying value.
PERFORMANCE
RETURNS AS AT:
28 Feb 14
| 1 Month | 6.3% |
|---|---|
| 1 Year* | 35.3% |
| 3 Years* | 29.9% |
| 5 Years* | 34.2% |
| 10 Years* | 15.7% |
| Since Inception.* (31/10/00) |
14.5% |
Smallco Broadcap Fund (SBF)SBF is a concentrated Australian Equities fund that provides a broader exposure to the Australian equity market than the primarily small cap focused SIF.
PERFORMANCE
RETURNS AS AT:
28 Feb 14
| 1 Month | 6.2% |
|---|---|
| 1 Year* | 32.7% |
| 3 Years* | 26.4% |
| 5 Years* | 36.6% |
| Since Inception.* (31/07/08) |
23.7% |
