The fund was previously called the Intelligent Investor Australian Small Companies Fund. It changed mandate and name on 1 July 2020, and now follows the Intelligent Investor Growth model. This invests in the best growth companies picked by the Intelligent Investor team regardless of size.
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Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund)
If you invest in the Intelligent Investor Australian Growth Fund there are no performance fees.
A managed fund pools investors' money into a managed investment scheme, which is generally registered through ASIC, the regulatory financial body. The pooled funds are then managed by an Investment Manager who will buy and sell securities or assets for the fund, on your behalf, thereby making all investment decisions for the fund. The process of deciding which securities to buy and sell for the fund has been pre-determined by the Investment Manager and is based on particular criteria such as asset classes, e.g. International or Domestic shares, or the size of the respective company's market capitalisation.
The Fund’s investments are held at a regulated custodian. In the event, we could not manage the Fund anymore, the Fund’s investments would continue to held safely at the Custodian.
The minimum initial investment amount is $25,000. You can add any amount after that.
Yes. The minimum withdrawal amount is $1,000. If your overall balance falls below $10,000, you may be required to redeem your entire investment.
Yes, as long as you meet our AML/CTF ID requirements and have an Australian bank account (account must be domiciled in Australia). For further assistance, please call us on 1300 880 160.
A Management Fee of 0.97% per annum is charged. The fund does not charge any Establishment, Contribution, Withdrawal and Exit fees. Please read the Product Disclosure Statement for full details.
FundBPO is the Custodian and Administrator of the fund.
InvestSMART Funds Management Limited is the Responsible Entity of the fund.
Intelligent Investor is the Investment Manager of the fund.