Lennox Australian Small Companies Fund

About the fund:

Lennox’s flagship fund, the Lennox Australian Small Companies Fund was launched in May 2017. It is an actively managed, style-agnostic portfolio that invests in a broad range of smaller companies. The fund’s objective is to identify companies with compelling medium term valuations that we believe will not disappoint the market.

Our investment approach is based on fundamental analysis and in-depth research. We focus on identifying businesses that have strong management teams, sustainable earnings profiles and favourable growth prospects due to competitive advantages and/or industry dynamics.

Benefits:

  • Lennox’s ability, experience and knowledge to assist in accurately forecasting medium term company earnings to identify quality businesses.
  • A disciplined and differentiated investment process with a key focus on risk management.
  • Strong alignment with investors backed by institutional-grade infrastructure provided by Fidante Partners.

Investment Objective:

The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees).

Benchmark: S&P/ASX Small Ordinaries Accumulation Index
Stock Numbers: between 20 to 40 securities in Australian & New Zealand listed Securities
Minimum investment timeframe: 5 years
Management Fee: 1.10% p.a.
Performance Fee: 15% of outperformance above the S&P/ASX Small Ordinaries Accumulation Index (after fees).
Minimum Investment: $10,000 or $1,000 with regular savings plan.
Investment Universe: Primarily companies outside the top 100 ASX listed companies.