Managed funds

Small Companies Fund

Notice

With effect 12 August 2019, Celeste Funds Management Limited replaces Sigma Funds Management Pty Ltd as the strategic investment partner for the Zurich Investments Small Companies Fund Class B and Class D.

The Zurich Investments Small Companies Fund invests in Australian small companies that have the potential to provide substantial growth opportunities.

Managed by our strategic investment partner Celeste Funds Management the Fund has a valuation driven approach with a clear focus on risk adjusted returns. The Manager believes that by investing in a broad range of undervalued businesses with a bias towards those with lower business risk, they will deliver above average market returns with lower than average levels of market risk over the medium to longer term. 

 

  • Overview

    How the fund works

    Zurich’s Small Companies Fund employs an active research driven investment approach to identify a portfolio of small company securities which aims to deliver returns superior to the S&P/ASX Small Ordinaries Accumulation Index over time.

  • About the manager

    About the manager

    Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Effective 12 August 2019 we have appointed Celeste Funds Management to implement the investment management process for this fund.

    Celeste Funds Management is an employee owned, specialist small companies investment manager that has been generating long-term wealth for its clients since 1998. Celeste has a sole focus on Australian small companies listed on the ASX. Celeste executes a well-established analytical investment process that has a long history of delivering attractive above benchmark tax effective returns. The Celeste dedicated investment team has over 80 years combined experience in financial markets.

    *From 5 December 2017 to 11 August 2019 Sigma Funds Management were the appointed manager of the fund.

  • Performance

    Performance


    Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.

    The full name of the benchmark used in the table is S&P/ASX Small Ordinaries Accumulation Index.

    *Inception date is 15 June 2018

    #From 11 October 2010 to 4 December 2017 Ellerston Capital Limited were the appointed manager of the fund.

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