Micro Cap Activist Fund

Micro Cap Activist Fund

The Fund is an Australian domiciled unit trust, that is an unregistered managed investment scheme available for investment by Wholesale Clients. Please refer to the Information Memorandum for investor eligibility. The Fund aims to achieve net returns that exceed 10% p.a. over a rolling
3-year period by investing in the All Ordinaries Index (ASX:XAO).

Investment Strategy

The fund will invest primarily in a portfolio of newly established businesses as well as strategic turnaround situations that the Investment Manager believes provide significant growth opportunities and the ability to produce sustainable profits in the long-term. The fund attempts to provide low correlation with traditional asset classes and aims to provide investors access to investment opportunities that are traditionally difficult to assess, purchase and manage.

Investment Manager seeks to invest in businesses listed on the Australian Securities Exchange that meet the following criteria:

  • Strategic asset or technology
  • Genuine growth opportunity
  • Targeted for takeover
  • Potential earnings re-rating
  • Management that can be refocused/restructured
  • Industry and firm not facing intense competition, risks from technology or shrinking customer’s demand
  • Relatively simple to run, suits systemisation, staff easy to replace
  • Possible investments referred by industry partners and brokers

Armytage Applications & Downloads

Micro Cap Activist Funds How To Invest

Investors

Before investing in the Armytage funds, you should carefully read the Information Memorandum (IM). This document contains important information regarding the funds. Download a copy of the IM from our site or contact us for a hard copy to be mailed to you. To invest in the Armytage funds, you will need to complete the application form included in the IM.

Please sign and date where indicated and forward all pages of the application form to the following address:

Mainstream Fund Services
Attn: Client Services Registry Team
Level 1, 51-57 Pitt St
Sydney NSW 2000

Fax: (02) 9251 3525 Email: registry@mainstreamgroup.com

Payment for your application may be made by cheque or via electronic funds transfer. If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer, please refer to the application form in the IM