Akambo Future Leaders A - Managed Fund

Fund Objective

To achieve returns in excess of the Benchmark (S&P/ASX Small Ordinaries Accumulation Index; after management fees and costs) over a suggested minimum timeframe of 5 years.

Fund Strategy

The strategy is managed on a GARP (Growth At Reasonable Price) style basis. The Investment Manager searches for companies that offer earnings growth above market levels but at a reasonable price and with a clear understanding/assessment of the risks involved.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}

Peers

Benchmark ({{ fund.benchmark.name }})

{{ fund.model.name }}

The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.53%	-0.56%	-%	-%	-%	-%	-%	-%
Growth return	0.53%	-0.56%	-%	-%	-%	-%	-%	-%
Income return	0%	0%	-%	-%	-%	-%	-%	-%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	-1.48%	3.84%	16.73%	19.43%	19.65%	11.49%	7.13%	8.9%

As at 30 Nov 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Australian Equities: 91.08%

International Equities: 4.07%

Cash: 3.99%

Property & Infrastructure: 0.25%

Fixed Interest: 0%

Alternatives: 0.61%

General Information

Fund Details

Type	Description
Fund Name	Akambo Future Leaders A
Responsible Entity	Equity Trustees Ltd
APIR Code	ETL2400AU
Sector/Asset Class	Equity Australia Mid/Small Blend
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	8 Aug 2025
Fund Size	n/a
Entry Price	$0.9634 (as at 17 Dec 2025)
Exit Price	$0.9586 (as at 17 Dec 2025)
Fund Status	Open

Offer information

Type	Description
Minimum initial investment	$10,000.00
Minimum additional investments	$5,000.00

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Akambo Future Leaders A

What is the objective of the Akambo Future Leaders A managed fund?

The objective of the Akambo Future Leaders A managed fund is To achieve returns in excess of the Benchmark (S&P/ASX Small Ordinaries Accumulation Index; after management fees and costs) over a suggested minimum timeframe of 5 years.

What is the strategy for the Akambo Future Leaders A managed fund?

The strategy of the Akambo Future Leaders A managed fund is The strategy is managed on a GARP (Growth At Reasonable Price) style basis. The Investment Manager searches for companies that offer earnings growth above market levels but at a reasonable price and with a clear understanding/assessment of the risks involved.

What is the APIR code of the Akambo Future Leaders A managed fund?

The APIR code of the Akambo Future Leaders A managed fund is ETL2400AU.

What was Akambo Future Leaders A’s total return last month?

Akambo Future Leaders A’s total return last month was 0.53%. This was made up of a growth return of 0.53% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

What was Akambo Future Leaders A’s total return for the last three months?

Akambo Future Leaders A’s total return for the last three months was -0.56%. This was made up of a growth return of -0.56% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

What is Akambo Future Leaders A’s one-year total return?

Akambo Future Leaders A’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2025.

What is Akambo Future Leaders A’s three-year total return?

Akambo Future Leaders A’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2025.

What is the asset allocation of the Akambo Future Leaders A managed fund?

The asset allocation of the Akambo Future Leaders A managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Akambo Future Leaders A managed fund?

The Responsible Entity for the Akambo Future Leaders A managed fund is Equity Trustees Ltd.

What sector/asset class does the Akambo Future Leaders A managed fund belong to?

The Akambo Future Leaders A managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

What is the size of the Akambo Future Leaders A managed fund?

As at , the size of the Akambo Future Leaders A managed fund was $ million.

What is the inception date of the Akambo Future Leaders A managed fund?

The Akambo Future Leaders A managed fund has an inception date of 8 Aug 2025.

What is the current entry price of the Akambo Future Leaders A managed fund?

The current entry price of the Akambo Future Leaders A managed fund is $0.9634 per unit and the current exit price is $0.9586 per unit (as at 17 Dec 2025).

What is the current exit price of the Akambo Future Leaders A managed fund?

The current exit price of the Akambo Future Leaders A managed fund is $0.9586 per unit and the current entry price is $0.9634 per unit (as at 17 Dec 2025).

What is the minimum investment amount for the Akambo Future Leaders A managed fund?

The minimum initial investment amount for the Akambo Future Leaders A managed fund is $10,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

What our members say about us