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Microcap Opportunities

Zenith – Reviews the Microcap Opportunities Trust

Bronwen Moncrieff
Zenith – General Manager

The Microcap Fund has reached capacity and hard closed, we’re no longer accepting applications

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


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.


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.

Unit Price (Entry)*

Latest Commentary & Performance
Trust Factsheet
Platforms and Ratings
Latest Annual Financial Report
Unit Price (Exit)*

Product Disclosure Statement
Application Form
Historical Unit Prices
Risk/Return profile


Returns achieved mainly through

Growth and Income

Income distribution


Min. recommended investment period

5 years

Minimum investment


Minimum added investment


Franking credit level (%)

FY18 – 4.10

Learn more about Microcap Opportunities

  • As part of being of being an investment manager, many investors like to hear about our top tips. However I believe that it is the sell discipline that is an even more important aspect of being a great investment manager.

  • Originally printed in the Switzer Report dated 7 February 2019, Ryan Sohn, divulges his current favourite stock pick, Redbubble (ASX:RBL). What’s the stock? Redbubble (ASX:RBL). Redbubble is an online print-on-demand mar

  • At a high level, we need to feed society and the availability of food is important. However, not all food is created equally, given the growing call to minimise implications for the environment and society at large from

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