Smaller Companies Trust
Minimum investment:
- Initial investment and minimum balance: $5000
- Minimum additional investments: $500
Objective
To provide long-term growth focusing on smaller Australian and overseas companies that meet the Australian Ethical Charter.
Overview
- Formerly known as the Australian Ethical Equities Trust
- Managed with a higher turnover of shares
- Investments in Australian and international shares
- Low cash holdings
- Shares selected for growth
- Cross-investments may occur in the Australian Ethical International Equities Trust to achieve its international exposure
- Substantial hedging against significant negative impacts caused by adverse movements in exchange rates.
Established
September 1994
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
95% Growth 5% Defensive
Investment risk
Investment risk illustration Low High
Asset Allocation
- Cash
- Cross holding
- Equity: listed (small caps)
- Equity: listed Australia & N.Z.
- Equity: unlisted
- Options (foreign currency)
Unit Prices
-
29 July 2010$1.5483$1.5455$1.5427
Returns
| To 30 June 2010 | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|---|
| Smaller Companies Trust | -9.98% | 4.85% | 1.31% | -3.75% | 6.87% | 6.63% | 9.12% |
| Benchmark: S&P/ASX Small Industrials | -13.99% | 10.34% | -6.98% | -18.11% | -1.84% | 2.91% | 5.68% |