SUBSCRIBE TO MHOR’S AUSTRALIAN SMALL CAP FUND MONTHLY PERFORMANCE NEWSLETTER

WE FOCUS ON THE OPPORTUNITIES FOUND IN LISTED COMPANIES OUTSIDE THE TOP ASX100

MHOR believes in investing only where there is opportunity. MHOR targets the small cap area of the equity market as it believes small caps are under-researched and there are significant market inefficiencies that a quality investment process can exploit.

MHOR’s size, nimbleness and process allows it to find a good small cap business before it is of interest to the larger funds converging on the same space. MHOR aims to invest in a diverse portfolio of quality small caps that it believes have the potential to grow and create value faster than the broader listed market.

To have MHOR Asset Management’s team contact you, simply fill out the form below. Alternatively, you can email us directly info@mhor.com.au or call us +61 2 9191 9500

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FUND OVERVIEW

One of the features of the MHOR Small Cap fund is the ability of the fund to invest in unlisted companies, provided we expect them to become listed in the coming 12 months. This ability allows us to discover companies before the majority of other funds can invest in them. Our investment team has direct experience of successfully founding, growing and steering a company along that tough road to listing and future success.

APIR CODEETL0030AU
ARSN105 436 753
MINIMUM INVESTMENT$20,000
APPLICATIONS & REDEMPTIONSDaily
BENCHMARKS&P ASX Small Ordinaries Index (Acc)
PORTFOLIO MANAGERSGary Rollo and James Spenceley
STOCK HOLDINGS25-75
INDIVIDUAL STOCK LIMIT10%
AUTHORISED STOCKSStocks listed on the ASX or NZX and unlisted companies expected to list within 12 months
UNLISTED STOCK LIMIT20%
CASH LIMIT0-50%
INVESTMENT STYLELong only
INVESTMENT TEAMMHOR Asset Managment
RESPONSIBLE ENTITYEquity Trustees Limited
RECOMMENDED INVESTMENT PERIODMedium to long term
INCEPTION DATE1 August 2016
PDSDOWNLOAD THE PDS HERE 
ONLINE APPLICATIONAPPLY ONLINE HERE
APPLICATION FORMDOWNLOAD THE APPLICATION FORM HERE
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INVEST IN THE MHOR

AUSTRALIAN SMALL CAP FUND

Please select one of the options below to invest. A minimum investment of $20,000 applies to this fund.

DOWNLOAD THE APPLICATION FORM
APPLY ONLINE
APPLY VIA MFUND (COMING SOON)

BENEFITS OF INVESTING IN THE FUND

SMALL CAP OPPORTUNITIES

Current Price Icon MHOR Australian Small Cap Fund

CURRENT PRICE*

DATEBUYREDEEMNAV
20.07.171.10811.10151.1048

*The fund is daily priced. The price is based on market close the business day prior.

Latest Reports Icon MHOR Australian Small Cap Fund

LATEST REPORTS

View the latest performance reports for the MHOR Australian Small Cap Fund.

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HOW TO INVEST

Download the MHOR Australian Small Cap Fund Product Disclosure Statement and Reference Guide and then apply online.

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