Smaller Companies

The Perennial Value Smaller Companies Trust has sought out excess returns using a disciplined value process since its establishment in 2002

Description

Invests in a range of smaller listed companies predominantly outside the ASX top 100 Index which the Perennial Smaller Companies team believes have sustainable operations and whose share price offers good value. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds.

Objective

We aim to grow the value of your investment over the long term via a combination of capital growth and by investing in a diversified portfolio of Australian small cap shares predominantly outside the S&P/ASX 100 Index, and to provide a total return (after fees) that exceeds the S&P/ASX Small Ordinaries Accumulation Index measured on a rolling three-year basis.

Investor Profile

Investors with an investment horizon of five years or more, who are seeking exposure to a portfolio of smaller ‘value oriented’ companies listed (or soon to be listed) on the ASX, whose capitalisation exceeds $50 million at the time of purchase.

Unit Price (Entry)

Latest Commentary & Performance

Trust Factsheet

Platforms and Ratings

Latest Financial Report

Historical Unit Prices

Unit Price (Exit)

Product Disclosure Statement

Target Market Determination

Individual Application Form

SMSF Application Form

Trusts & Companies Application Form

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Risk/Return profile

High

Returns achieved mainly through

Income

Minimum investment

$25,000

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum added investment

$5,000

Commentaries Archive

Items

Smaller Companies Commentary 11/16

Smaller Companies Commentary 12/16

Smaller Companies Commentary Q4/16

Smaller Companies Commentary 01/17

Smaller Companies Commentary 02/17

Smaller Companies Commentary 03/17

Smaller Companies Commentary 04/17

Smaller Companies Commentary 05/17

Smaller Companies Commentary 06/17

Smaller Companies Commentary 07/17

Smaller Companies Commentary 08/17

Smaller Companies Commentary 09/17

Smaller Companies Commentary 10/17

Smaller Companies Commentary 11/17

Smaller Companies Commentary 12/17

Smaller Companies Commentary Q1/17

Smaller Companies Commentary Q2/17

Smaller Companies Commentary Q3/17

Smaller Companies Commentary 01/18

Smaller Companies Commentary 02/18

Smaller Companies Commentary 03/18

Smaller Companies Commentary 04/18

Smaller Companies Commentary 05/18

Smaller Companies Commentary 06/18

Smaller Companies Commentary 07/18

Smaller Companies Commentary 08/18

Smaller Companies Commentary 09/18

Smaller Companies Commentary 10/18

Smaller Companies Commentary 11/18

Smaller Companies Commentary 12/18

Smaller Companies Commentary 01/19

Smaller Companies Commentary 02/19

Smaller Companies Commentary 03/19

Smaller Companies Commentary 04/19

Smaller Companies Commentary 05/19

Smaller Companies Commentary 06/19

Smaller Companies Commentary 07/19

Smaller Companies Commentary 08/19

Smaller Companies Commentary 09/19

Smaller Companies Commentary 10/19

Smaller Companies Commentary 11/19

Smaller Companies Commentary 12/19

Smaller Companies Commentary 01/20

Smaller Companies Commentary 02/20

Smaller Companies Commentary 03/20

Smaller Companies Commentary 04/20

Smaller Companies Commentary 05/20

Smaller Companies Commentary 06/20

Smaller Companies Commentary 07/20

Smaller Companies Commentary 08/20

Smaller Companies Commentary 09/20

Smaller Companies Commentary 10/20

Smaller Companies Commentary 11/20

Smaller Companies Commentary 12/20

Smaller Companies Commentary 01/21

Smaller Companies Commentary 02/21

Smaller Companies Commentary 03/21

Smaller Companies Commentary 04/21

Smaller Companies Commentary 05/21

Smaller Companies Commentary 06/21

Smaller Companies Commentary 07/21

Smaller Companies Commentary 08/21

Smaller Companies Commentary 09/21

Smaller Companies Commentary 10/21

Smaller Companies Commentary 11/21

Smaller Companies Commentary 12/21

Smaller Companies Commentary 01/22

Smaller Companies Commentary 02/22

Smaller Companies Commentary 03/22

Smaller Companies Commentary 04/22

Smaller Companies Commentary 05/22

Smaller Companies Commentary 06/22

Smaller Companies Commentary 07/22

Smaller Companies Commentary 08/22

Smaller Companies Commentary 09/22

Smaller Companies Commentary 10/22

Smaller Companies Commentary 11/22

Smaller Companies Commentary 12/22

Smaller Companies Commentary 01/23

Smaller Companies Commentary 02/23

Smaller Companies Commentary 03/23

Smaller Companies Commentary 04/23

Smaller Companies Commentary 05/23

Smaller Companies Commentary 06/23

Smaller Companies Commentary 07/23

Smaller Companies Commentary 08/23

Smaller Companies Commentary 09/23

Smaller Companies Commentary 10/23

Smaller Companies Commentary 11/23

Smaller Companies Commentary 12/23

Smaller Companies Commentary 01/24

Smaller Companies Commentary 02/24

Smaller Companies Commentary 03/24

Disclaimer:

The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only

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