Build long-term wealth with strategies for investing, saving and managing your cash flow.
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
Benchmark
Emphasis
Diversification
Strategy Inception
Management Fee
Investment Strategy
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.
Contact us today
How to invest
Enquire today to see how we can help.




