Managed funds

Small Companies Fund

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 Sigma 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.

    Watch the short video below to find out more about Zurich’s Small Companies Fund


    Click on the thumbnails below to learn more about the Small Companies Fund:
  • 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 5 December 2017 we have appointed Sigma Funds Management to implement the investment management process for this fund*.

    Sigma Funds Management is an independent, active, value style Australian equities boutique. The highly experienced team has an extensive track record of managing small companies, and take a value driven approach with a clear focus on risk adjusted returns.

    The team believes that by investing in a broad range of undervalued businesses with a bias towards those with lower business risk, that they will deliver above average market returns with lower than average levels of market risk over the medium to longer term.

     

    Issam Eid
    Investment Manager
    Rajeev de Silva
    Investment Manager
    Steve Giubin
    Investment Manager
     

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

  • Performance

    Performance1

    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.

    * Inception date of the Zurich Investments Small Companies Fund is 11 October 2010

    Sigma Funds Management were awarded the mandate effective 5 December 2017. Performance figures prior to this date are attributable to Ellerston Capital Limited.

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