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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.

Fund Information

Closed to Applications

View our fund performance

Performance
As at 30 Apr 2017
1 mth % -4.08
3 mth % -7.16
6 mth % -10.83
1 yr % pa -0.01
2 yrs % pa 2.31
3 yrs % pa -1.08
5 yrs % pa -3.82

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 wingateassetmanagement.com.au 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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