From time to time Smallco limits applications to ensure capacity is not compromised and that we remain nimble. Currently both the Smallco Investment Fund and the Smallco Broadcap Fund are open to existing and new investments.

We are a boutique funds management firm that believes deeply in old fashioned service.  You can rest assured when contacting us that you will find someone quickly who is willing and capable of helping with your query.

Generally the minimum initial investment amount is $40,000 and the minimum additional investment is $5,000.

 

Smallco Investment Fund (SIF)
 

New Investors:

Prior to investing you should read the Fund’s current Target Market Determination and Product Disclosure Statement (SIF PDS) OR you can request hard copies here: contact us

You should apply following the instructions and using the application form at the back of the SIF PDS.

 

Existing Investors Wishing to Top Up:

Prior to investing you should read the Fund’s current Target Market Determination and Product Disclosure Statement (SIF PDS) OR request hard copies here: contact us

You should apply by using the Additional Application Form – SIF and following the instructions within.

 

Smallco Broadcap Fund (SBF)
 

New Investors:

Prior to investing you should read the Fund’s current Target Market Determination, Product Disclosure Statement (SBF PDS) and SBF Reference Guide OR you can request hard copies here: contact us

You should apply following the instructions and using the application form at the back of the SBF PDS.

 

Existing Investors Wishing to Top Up:

Prior to investing you should read the Fund’s current Target Market Determination, Product Disclosure Statement (SBF PDS) and SBF Reference Guide OR request hard copies here: contact us

You should apply by using the Additional Application Form – SBF and following the instructions within.

 

Read more about Smallco.