Ironbark Karara Australian Small Companies Fund

Unit price as at 28 Jun 2017

Application Price

3.4055

Withdrawal Price

3.3885
Download unit price history
It takes a team of small cap specialists to identify the winners of tomorrow

The Ironbark Karara Australian Small Companies Fund (“the Fund”) offers investors a unique opportunity to tap into an actively managed, core style, diversified portfolio of small capitalisation securities managed by a team of specialist investors.

The Fund aims to outperform the benchmark, the S&P/ASX Small Ordinaries Index, before fees over rolling 4-year periods.


Why Invest?
  • Invests in a high conviction portfolio of small cap Australian stocks with growth potential
  • Looks beyond market “noise” and sentiment to invest in companies that display clear evidence of strong fundamentals and reasonable valuations
  • A truly bottom-up investment approach that is designed to analyse companies from every angle and identify overlooked opportunities that others may have missed
  • Managed by a specialist team of small cap investors who have a long-standing track record of working together
  • Has the flexibility to invest in unlisted companies that are expected to list within six months of purchase

Fund Information

Asset Class

Australian Equities

Responsible Entity

Ironbark Asset Management (Fund Services) Limited

APIR

PAT0002AU

ARSN

114 291 486

Benchmark

S&P/ASX Small Ordinaries Accumulation Index

Suggested Investment Period

At least 5 years

Fund Inception Date

30 June 2005

Number of Stocks

25 - 65

Income Distribution

Half yearly (June & December)

Buy/Sell

+0.25%/-0.25%


Important Information

Please see the Product Disclosure Statement (PDS) for further details. Although the above information is taken from sources believed to be accurate, no warranty is given as to its accuracy, completeness or availability. Pricing: For daily priced funds, unit prices are calculated each business day based upon the net value of each fund divided by the number of units on issue in each fund. Unit prices may be delayed following the end of a distribution period or for other reasons. The Buy/Sell spread is applied to increase the purchase unit price by an allowance for the estimated costs of the purchase of assets in the fund and to reduce the redemption unit price by an allowance for the estimated costs of the sale of assets in the fund.