SMALLCO INVESTMENT MANAGER (Smallco)
ACN: 092 626 090 AFSL: 224 108
Smallco commenced operations in April 2000 and currently manages in excess of $900m which includes the Smallco Investment Fund, the Smallco Broadcap Fund and a Broadcap mandate from a family office.
Smallco was founded by Rob Hopkins and Bill Ryan who had worked together previously at ANZ Securities during the 1990’s. They founded Smallco on the premise that inefficiencies do exist within the pricing of smaller companies within the Australian listed securities market. Read more
Smallco in the news
Value trumps growth in funds management battle
Renaissance of the value fundies
Top Australian fundies keep delivering the goods
The small caps pushing for international growth
How to ride the red hot small-cap rally
Big chance for investors as Smallco reopens its flagship funds
Small- and mid-cap gains highlight 'dangerous market'
Fund managers are ranked after markets rebound
Smallco keeps its long-term returns record intact
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Smallco Investment Fund (SIF)
SIF invest in high quality, smaller companies whose share price differs significantly to what Smallco considers to be the true underlying value.
RETURNS AS AT:
31 May 2022
| 1 month | -6.4% |
|---|---|
| 1 Year | -8.3% |
| 3 Year | 2.9% |
| 5 Year | 9.1% |
| 10 Year | 16.3% |
| 20 Year | 12.7% |
| Since Inception. (31/10/2000) |
12.9% |
Smallco Broadcap Fund (SBF)
SBF is a concentrated Australian Equities fund that provides a broader exposure to the Australian equity market than the primarily small cap focused SIF.
RETURNS AS AT:
31 May 2022
| 1 month | -5.2% |
|---|---|
| 1 Year | -0.5% |
| 3 Year | 7.2% |
| 5 Year | 10.6% |
| 10 Year | 16.4% |
| Since Inception. (31/07/2008) |
15.9% |
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