HOW TO INVEST

Both the Smallco Investment Fund and the Smallco Broadcap Fund are currently open to existing and new investments.

 

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

 

Smallco Investment Fund (SIF)

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

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

 

Smallco Broadcap Fund (SBF)

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

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

 

Read more about Smallco.

 

 

       2016 Fund Manager of the Year   Money Management Fund Manager Of The Year 2015 Finalist    LONSEC Fund Manager Of The Year 2014 Finalist - Australian Equities (Long Short)   Smallco is Fund Manager of the Year 2013   LONSEC Money Management Fund Manager Of The Year 2012   LONSEC Money Management Fund Manager Of The Year 2011  LONSEC Money Management Fund Manager Of The Year 2010 Winner