Eiger Capital increases accessibility of leading Australian Small Companies Fund

From

Stephen Wood

Specialist Australian small companies equity manager Eiger Capital has broadened the accessibility of its highly rated Eiger Australian Small Companies Fund (Fund) with its addition to BT’s Panorama and Wrap platforms.

The Eiger Australian Small Companies Fund provides investors with exposure to a select, actively managed portfolio of diversified small to medium sized stocks listed on the ASX or NZX.

The Fund is rated Highly Recommended by Zenith[1] and Recommended by Lonsec[2]. Despite challenging market conditions, it has delivered a 10.05% return above the benchmark over the 12 months to 31 October 2020, returning investors 7.65% compared to the -2.40% performance of the S&P/ASX Small Ordinaries Accumulation Index (net of fees)[3].

The Fund was added to HUB24 Super and IDPS in September, and Netwealth IDPS and Macquarie Wrap in August.

Eiger Capital Principal and Portfolio Manager Stephen Wood said the platform milestones were part of a strong entry for the Fund into the retail market over the past 12 months.

“Despite a difficult year for markets, we’ve been able to provide investors with strong returns thanks to our robust investment process, which is driven by fundamental, in-depth and comprehensive analysis of a business’s operations, which allows us to select fast-growing businesses capitalising on changing industry dynamics,” Wood said.

Eiger Capital is supported by Challenger Limited subsidiary Fidante Partners, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.

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[1] The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 ratings (assigned February 2020 – Eiger Australian Small Companies Fund) referred to in this document are limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
[2] The rating issued 08/2020 for Eiger Australian Small Companies Fund is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.
[3] Returns are calculated after fees have been deducted and assume distributions have been reinvested. No allowance is made for tax when calculating these figures. Past performance is not a reliable indicator of future performance. Source: Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante), the Responsible Entity and issuer of interests in the Fund. Other than information which is identified as sourced from Fidante in relation to the Fund, Fidante is not responsible for the information in this publication, including any statements of opinion.

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