+61 2 9976 - 3388 contactus@vipim.com.au

VIP Australian Share Small Companies

Description

The VIP Australian Shares Small Companies portfolio aims to provide long term capital growth from investment in an actively managed, concentrated portfolio of small capitalisation (cap) shares in listed Australian companies.

The portfolios management has currently been mandated to Patersons Asset Management, and invests in 5 to 15 Australian small cap shares with a market capitalisation of greater than $35m that are not included in the S&P/ASX 100 Index.

These stocks are selected after analysis via a rigorous quantitative and qualitative screening process which feeds into a stock scoring system that determines the relative attractiveness of each company and provides a short list for portfolio construction.

Investor Suitability

The VIP Australian Shares Small Companies portfolio is suitable for investors who:

  • Are seeking exposure to Australian small cap securities as part of a diversified investment portfolio.
  • Are looking for capital growth rather than income.
  • Understand this sector can be volatile and accept the risk of significant price fluctuations
  • Are prepared to invest for the minimum investment timeframe of between 5 and 7 years, and understand that capital preservation is not guaranteed.

Asset Allocation

VIP Australian Share SmallCo's - Indic AA & Range

The VIP Australian Share Small Companies portfolio aims to be fully invested in Australian shares; however the portfolio can hold up to 50% allocation in Cash.

Portfolio Details

VIP Australian Share Small Companies
Indicative number of holdings 5 – 15
Authorised Investments & Maximum Portfolio Exposure Australian Shares – 98%, Cash – 50%
Maximum exposure to a single investment 15%
Risk Profile High
Performance Benchmark S&P/ASX Small Ordinaries Accumulation Index

Portfolio Performance & Portfolio Update

For information the current portfolio update and performance please download the current Portfolio Profile & Update document.