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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 Jun 2017
1 mth % 1.44
3 mth % -3.33
6 mth % -7.83
1 yr % pa -1.39
2 yrs % pa 5.90
3 yrs % pa -0.63
5 yrs % pa -0.33

Important Information

Units in this Fund are 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. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Product Disclosure Statement and seek professional financial and taxation advice. For more information, please visit australianunity.com.au or call our Investor Services team on 1300 590 488. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.

Historical unit price chart assumptions

This chart reflects an exit value at the date shown and is only intended to provide a snapshot of the movements in those prices. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the stated period and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.

Historical performance chart assumptions

This chart assumes a notional investment of $10,000 ($25,000 for wholesale products) and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses, and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.


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