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Microcap Opportunities

Zenith – Reviews the Microcap Opportunities Trust

Bronwen Moncrieff
Zenith – General Manager

The Microcap Opportunities portfolio invests in a range of listed and unlisted companies predominantly comprised of small and microcap stocks which we believe have sustainable operations and whose share prices offer good value

Description

We aim to invest in companies outside the S&P/ASX Top 100 Index with a market capitalisation of less than $500 million. 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. The portfolio will hold in the range of 30 to 70 stocks. Typically, the portfolio holds, on average, approximately 45 to 60  stocks.

Objective

We aim to grow the value of your investment over the long term by investing in a portfolio of Australian microcap companies that are either listed or unlisted companies found outside the S&P/ASX Top 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 ‘value oriented’ companies listed (or soon to be listed) on the ASX and unlisted companies, who could be considered small or microcap stocks.

*Distribution Payment

Please be advised that a special distribution of 11.3 cents per unit was declared on the 30 June 2018 and paid in accordance with your distribution instructions on the 6th July. Please note the current unit prices reflect all distribution payments.

Unit Price (Entry)*

Latest Commentary & Performance
Latest Annual Financial Report
Unit Price (Exit)*

Product Disclosure Statement
Application Form
Historical Unit Prices

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Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Income distribution

Annually

Min. recommended investment period

5 years

Minimum investment

$25,000

Minimum added investment

$5,000

Franking credit level (%)

FY18 – 4.10

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