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Challenger - Kinetic Wholesale Emerging Companies Fund
| Fund Name: |
Challenger - Kinetic Wholesale Emerging Companies Fund |
| APIR: |
HOW0036AU |
| Fund Manager: |
Challenger Wholesale Funds (show all funds) |
| Region: |
Australia |
| Sector: |
Small / Mid Market Capitalisation |
| Benchmark Index: |
S&P/ASX Small Ordinaries Accumulation Index |
| Fund Type: |
Wholesale Fund |
| Investment Managers: |
Kinetic |
| Investment Objective: |
The Fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling five-year periods. |
| Investment Strategy: |
The Kinetic Emerging Companies Fund invests in small Australian companies that are listed (or expected to be listed within six months) on the Australian Stock Exchange (ASX). Small companies are defined as those companies lying outside the S&P/ASX100 Index with a market capitalisation of generally greater than $25 million. This universe currently consists of 800-plus companies. |
| Margin Lenders: |
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Period:
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| Quarter:
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* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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