Australian Smaller Companies Fund

Objective

The aim of the Tribeca Australian Smaller Companies strategy is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5-10% over rolling three to five year periods by investing in a diversified portfolio of Australian smaller companies.

Fund Facts

Asset Class	Australian Equities
Style	Fundamental long only
Currency	AUD
Inception	January 1999
Benchmark	S&P/ASX Small Ordinaries Accumulation Index
Minimum Investment	$25,000 Retail Class / Institutional Class on application
Typical No. Of Stocks	40 – 60

Key Features

Actively Managed, Long-Only Strategy

The Fund Has Outperformed Its Objective 14 Out Of 18 Years

Style-Neutral Exposure To Australian Smaller Companies

A Strong, Disciplined And Principled Fundamental Process

Portfolio Managers

Get in touch

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Retail

Retail investors are able to access the fund through Grant Samuel Funds Management, our retail distribution partner, please click on the link below to access the fund page and application forms

http://www.gsfm.com.au/our-funds/tribeca-australian-smaller-companies-fund/

Institutional

The fund is currently open to institutional investors, to make a query and discuss the offering further, please get in touch with our investor relations team:

Investors@tribecaip.com.au

Phone: +61 (2) 9640 2600