Zurich investments small companies fund

Managed funds

Small Companies Fund

An opportunity to invest in small companies with the potential to provide substantial growth.

The Zurich Investments Small Companies Fund invests in small companies which 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.

Small Companies Fund key features

  • Managed by a stable and highly experienced team
  • 'True to label' small caps manager
  • A disciplined value driven investment process, with a strong focus on risk-adjusted returns
  • Capacity unconstrained

 

Small Companies Fund documents


Small Companies Fund's recent performance

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