Amzac Emerging Opportunities Fund
Amzac Emerging Opportunities Fund is our target portfolio that invests in a diverse range of new businesses, emerging micro caps, and listed small caps in Australia for mid to long term. Our research shows that consistent and substantial cash flow can only be found in emerging micro caps and relatively small stocks. So, we designed this portfolio in such a researched way that its emphasis on predictable cash flows seemed to ensure forecasting growth shortly. Our investment teams are working on the identification of unevaluated stocks.
Maximum Potentials
We always maintain our two-step screening to maximize our return; Up to 70-80% fund of this portfolio is invested in ASX listed emerging micro & small cap companies. 20-30% cash is held for an immediate opportunity. We strongly maintain our Amzac ethical approach which is influenced by SDGs (Sustainable Development Goals).
Absolute Return for Investors
Our strategic team aim to deliver an absolute return to investors over time, regardless of the direction of the market. We hopefully expect to produce a double-digit return over 3-5 years Investment horizon. Our absolute return fund employing long only strategy that is designed to profit by focusing on implementation of our Investment Philosophy of becoming a strategic partner in businesses we truly believe & consider to be Responsible, Ethical as well as indicated a greater return on Investments.
Our specialist team with different skill sets is well equipped to implement Amzac & its partners’ investment objectives & deliver absolute returns in a variety of market conditions while strictly adhering to Amzac Risk Management Policy.
Amzac Australian Ethical Opportunities Fund
Fund Name
Amzac Australian Ethical Opportunities Fund
Benchmark
ASX/ASX Small Ordinaries Accumulation Index
Asset Class
Australian Assets
Distributions
Annually/Quarterly
Redemptions
Annually/Quarterly
Expected Return
>20% Per Annum (Compounding over 3-5 Years)
Periods
Mid and Long Term
Minimum Initial Investment
$50,000
Investment Manager
Amzac Asset Management
Holdings
25-30 Companies