+22.68% P.A SINCE INCEPTION**

Emerging Companies Fund

+22.68% p.a Since Inception**

$10,000 invested at inception is now worth $24,250** after all fees vs $16,281 for the market.

The fund invests in shares of ASX & NZX listed companies that fall outside the S&P/ASX 200 index.

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*Performance data to 30 June 2021. Fund Inception March 2017.
*Past performance is not a reliable indicator of future performance.

Why Eley Griffiths Group?

70 Years of combined experience of portfolio manamgers

800 CEOs interviewed yearly to uncover hidden gems

+22.68% p.a since inception to 30 June 2021, after all fees.

Accolades

Our goal is to construct portfolios that outperform the market over the long-term.

#1 in Microcap Category

Ranked by Zenith Investment Partners

"Highly Recommended"

Rating by Lonsec

The fund invests in shares of ASX & NZX listed companies that fall outside the S&P/ASX 200 index

  • Long only portfolio consisting of 35-55 stocks
  • Average market capitalisation ~$500m
  • Benchmark unaware
  • A conservative approach to early stage investment
  • Extensive bottom-up company modelling & resources expertise
  • Risk control measures at both a stock and portfolio level

Features

Risks

Contact Us

This is general advice only and has been prepared without taking into account your particular objectives, financial circumstances and needs. Before making any decisions based on this website, you should assess your own circumstances and/or consult a financial planner. To the extent permitted by law, The Trust Company Limited nor Eley Griffiths Group Pty Limited, its employees, consultants, advisers, officers and authorized representatives are not liable for any loss or damage arising as a result of reliance placed on the contents of this website. Past performance is not a reliable indicator of future performance.