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About the fund

One of Australia’s few specialist funds to invest in Australian microcap shares. Acorn Capital focuses on this generally neglected part of the market because the lack of research in this area provides scope to uncover growth opportunities.

Acorn Capital Limited is a joint venture partner with Australian Unity and is the investment manager of the Fund.

Investment Strategy

The Fund aims to exploit inefficiencies in the pricing of stocks that arise from information gaps about microcaps, and to identify opportunities for long-term growth.

The Fund is style and sector neutral; holding a portfolio of typically between 65-80 stocks with a low expected portfolio turnover. 

View our fund performance

As at 30 Apr 2017
1 mth % -4.09
3 mth % -7.06
6 mth % -10.59
1 yr % pa 0.83
2 yrs % pa 3.22
3 yrs % pa -0.23
5 yrs % pa -2.97

Why invest?

  • Potential to grow your capital over the long term
  • Access the growth potential of some of Australia’s smallest and smartest companies
  • Access the skills and expertise of one of Australia’s most experienced microcap managers
  • Diversification – microcaps provide exposure to different sectors of the economy compared to large cap Australian share funds

Fund Features

  • Minimum investment: $5,000
  • Minimum investment timeframe: At least seven years
  • Fund operating since: March 2001

Ready to Invest?

Application Form

Important Information

This Fund is issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454. Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. For more information, please visit or call Wingate Asset Management on on (03) 9913 0700. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.

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