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We help you make confident financial decisions today, so you can enjoy a more secure tomorrow.

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Wealth building

Build long-term wealth with strategies for investing, saving and managing your cash flow.

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Protection & planning

Protect what matters most with insurance, estate planning and strategies for life's moments.

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Plan for a comfortable retirement with personalised strategies for every stage of later life.


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Whether you're planning for the future, growing your wealth or simply have a question, our experienced team is here to provide tailored advice and help you achieve your financial goals with confidence.

FOCUS SERIES

Emerging Companies Portfolio

Our Emerging Companies Portfolio provides investors diversity by investing in a range of small and medium sized stocks listed on the ASX. All great companies started small.

The portfolio provides exposure to ASX-listed small and mid-cap companies with strong growth potential.

It suits investors seeking access to Australia's emerging leaders outside the ASX 100 who can accept higher volatility for the potential of stronger long-term returns.

Includes large well-known Australian companies

Portfolio Snapshot

Investment Universe Benchmark Emphasis Diversification Strategy Inception Management Fee
Ex-S&P/ASX 100 S&P/ASX Small Ordinaries Accumulation Index Capital growth 35-45 positions 1 July 2019 0.85%

Investment Universe

Ex-S&P/ASX 100

Benchmark

S&P/ASX Small Ordinaries Accumulation Index

Emphasis

Capital growth

Diversification

35-45 positions

Strategy Inception

1 July 2019

Management Fee

0.85%

Investment Strategy

Smaller companies are far less followed by the media and the investment public than their larger counterparts. This dynamic makes the smaller companies less efficient, providing more potential mispricing. The portfolio management team hand picks quality companies outside of the top 100 with high potential for growth and trading at a reasonable valuation.

Portfolio top 10 holdings

Vault Minerals, SKS Technologies, AIC Mines, Dalrymple Bay Infrastructure, NRW Holdings, Redox Ltd, Capstone Copper, Vysarn, Emerald Resources, SRG Global

Portfolio Investment Team

Portfolio Manager: Jack Magann.
Consultant: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.

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How to invest

This portfolio is available as a model portfolio on the HUB24 platform. For more information on how to invest, visit the Invest With Us page or speak to one of our advisers.

Enquire today to see how we can help.