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Zurich Investments welcomes Sigma as its new Small Companies Fund manager

Patrick Noble

Zurich Investments has announced the appointment of Sigma Funds Management (Sigma) as the strategic investment partner to manage the Zurich Investments Small Companies Fund.

Focused purely on Australian small companies outside the S&P/ ASX 100, the fund aims to provide investors with long-term capital growth outperforming the small companies index over periods of three or more years.

“Sigma is an excellent addition to the Zurich suite of best of breed fund manager partners, and their proven track record in managing a ‘true to label’ small caps fund offers Australian advisers a new solution for this highly sought after asset class”, said Patrick Noble, Senior Investment Strategist from Zurich Investments.

Sigma’s team is highly experienced and has an extensive track record of managing small companies. They take a value-driven approach with a clear focus on risk adjusted returns and believe that actively managed small companies can outperform the small companies index over a full investment cycle.

Stephen Giubin, Director and Investment Manager at Sigma said, “The Sigma team is proud to partner with Zurich Investments. With a proven track record of delivering significant outperformance against the benchmark since inception with this strategy, we’re looking forward to working with Zurich to deliver long-term returns for investors”.

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