The Atom Small Cap Fund

Atom, with the information advantage derived from its Indian analytical team, knows small cap Australian companies better.  The Atom Small Cap Fund aims to out-perform the S&P / ASX Small Ordinaries Accumulation Index by 10% over rolling three year periods.

Fund Highlights:

• Concentrated Portfolio: 25 - 75 stocks
• Universe: All ASX Stocks outside the S&P/ASX 100 down to a market cap of A$10 million (1,600 companies) 
• Long only, no gearing.
• Investment Style: Neutral (neither "growth" or "value" stock bias). 
• Fund in-flows capped at A$500 million - to protect performance.
• 1% management fee
• 19.9% performance fee for out-performance of the S&P/ASX Small Ords Accumulation Index.
• High water mark: any relative historic underperformance of index must be recovered before a performance fee can be levied.
• Minimum Investment: A$25,000
• Trustee: Fundhost Limited
• Custodian: National Custodial Services (NAB)

The Atom Small Cap Fund is available to sophisticated investors only.

Click here to see if you are a sophisticated investor.

>Next

PHOTO GALLERY

India
A world of wonder and opportunity. MORE ->