Offering investors exposure to a diversified portfolio of Australian listed small companies that reside outside the S&P ASX100 Index. The Fund is benchmarked against the S&P ASX Small Ordinaries Accumulation Index and has a 16 year track of record of outperformance.
Eley Griffiths Group is a style agnostic equities manager combining fundamental bottom-up research of companies with an in-depth qualitative assessment of their management and industry structure. Our goal is to construct portfolios that outperform the market over the long-term.
Our proprietary investment process, known as SCOPE (Small Company Optimal Portfolio Evaluation), is a relative stock scoring tool that ranks stocks from highest to lowest based on their score.
The total stock score is made up of a PEG based quantitative assessment (50%) and a qualitative assessment of management and industry structure (50%).
The portfolio comprises the best scoring stocks, subject to a number of risk constraints, such as maximum active position size (5%) and liquidity.
The outworking of this process is a portfolio that typically exhibits both growth and value characteristics.
$100,000 invested at inception (September 2003) as at 31 December 2019 (net of fees). Past performance is not an indicator of future performance
Small Companies Fund
APIR Code: EGG0001AU
The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling 3 year period
Number of Stocks
ASX listed stocks outside the S&P ASX 100
15% p.a *
*of outperformance above the S&P/ASX Accumulation Index (after base management fee)