Smallco
Investment
Manager
Smallco commenced operations in April 2000 and currently manages in excess of $800m which includes the Smallco Investment Fund and the Smallco Broadcap Fund.
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.
Our funds
Smallco
Investment
Manager
Smallco Investment Fund (SIF)
SIF is a concentrated Australian smaller company focused fund. SIF typically invests in 20-35 higher quality smaller companies. It is predominately long only but can short when suitable opportunities are found.
| Returns as at | 31 October 2024 |
|---|---|
| 1 month | -0.3% |
| 3 Month | 6.0% |
| 6 Month | 9.0% |
| 1 Year | 39.2% |
| 3 Year | 5.4% |
| 5 Year | 11.4% |
| 7 Year | 11.3% |
| 10 Year | 12.4% |
| 20 Year | 12.9% |
| Since Inception (31/10/2000) | 13.5% |
Smallco Broadcap Fund (SBF)
SBF is a long only concentrated Australian equities fund that provides a broader exposure to the Australian equity market than SIF. SBF can invest up to 40% in companies with a market capitalisation of less than $1bn.
| Returns as at | 31 October 2024 |
|---|---|
| 1 month | -0.8% |
| 3 Month | 5.3% |
| 6 Month | 10.0% |
| 1 Year | 39.0% |
| 3 Year | 8.2% |
| 5 Year | 13.4% |
| 7 Year | 12.1% |
| 10 Year | 12.4% |
| 20 Year | N/A |
| Since Inception (31/07/2008) | 16.2% |
Award Winning Firm
Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 18 October 2024 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2024/
