Funds that offer a world of opportunities
Whatever your investment goals, our partnerships with leading investment managers provide a diverse selection of funds that span a range of assets classes.
Fund
Ironbark Apis Global Small Companies Fund
- Apis Global Long/Short Fund
- Ironbark Apis Global Small Companies Fund
- CAI Global Market Neutral Fund
- Ironbark Global (ex-Australia) Property Securities Fund
- Ironbark Global Property Securities Fund
- Ironbark Paladin Property Securities Fund
- Fiera Atlas Global Companies Fund (Class A)
- Fiera Atlas Global Companies Fund (Class H)
- Fulcrum Diversified Investments Fund
- Ironbark GCM Global Macro Fund
- Ironbark Karara Australian Small Companies Fund
- Karara Market Neutral Fund
- Principal Global Credit Opportunities Fund
- Ironbark Royal London Concentrated Global Share Fund
- Ironbark Royal London Concentrated Global Share Fund – Class H (Hedged)
- Maple-Brown Abbott Global Listed Infrastructure Fund (Hedged)
- Maple-Brown Abbott Global Listed Infrastructure Fund (Unhedged)
UNDERLYING MANAGER
ASSET CLASS
International Equities
Ironbark Apis Global Small Companies Fund
A GLOBAL LONG-ONLY SMALL-CAP STRATEGY THAT OFFERS EXPOSURE TO UNIQUE, HIGH CONVICTION OPPORTUNITIES ACROSS A RANGE OF INDUSTRIES AND GEOGRAPHIES
The Ironbark Apis Global Small Companies Fund’s objective is to outperform the MSCI ACWI Small Cap Index AUD (after fees) over 5 to 7 years.
Apis Capital conducts their own fundamental, bottom-up, investment research with a borderless approach to stock selection, identifying unique, high conviction opportunities to construct a long-only portfolio of global small-cap securities. The strategy’s geographic focus is primarily North America, Asia and Europe and, while generalist in its sector focus, Apis Capital targets globally oriented industries such as technology, healthcare, industrials/cyclicals, and consumer.
Why Invest?
- Apis Capital offer a deep understanding of a diverse range of ‘niche’ industries, dispersed across multiple sectors and geographies having ‘connected the dots’ globally for nearing two decades.
- A highly experienced and stable team of international stock pickers who can leverage an extensive global network of relationships built over 25 years of international investing.
- A differentiated portfolio that aims to invest in quality small companies, typically in the earlier stages of their business lifecycle therefore offer the potential for high capital growth.
- Replicating the long-only positions of Apis’ long-running global long/short strategy, the Fund benefits from an investment process that’s been refined over 17+ years of global small-cap investing.
Fund Information
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APIR
DAM7739AU
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ARSN
656 347 018
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Benchmark
MSCI ACWI Small Cap Index AUD
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Inception Date
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Unit Registry Information
State Street Australia Ltd
Level 14, 420 George Street
Sydney NSW 2000
Fax: 02 9323 6411
UNIT PRICES AS AT 23 May 2022
Application Price
1.0065
Withdrawal Price
0.9994
Want to learn more?
Call our Client Services team on
1800 034 402 or email us at
Client.Services@ironbarkam.com
Important Information:
Please see the relevant Target Market Determination (‘TMD’) and 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.
Performance: Past performance is not an indicator of future performance. Net performance figures are calculated using exit prices, net of fees and reflect the annual reinvestment of distribution. Returns are rounded to two decimal places. Slight variations to actual calculations may occur.
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.