Contact Australian ex-50 - Managed Fund

Fund Objective

The Fund seeks to achieve strong relative returns through a concentrated portfolio of high quality small to medium sized ASX listed companies.

Fund Strategy

The Fund's strategy is to balance growth and income and provide access to a concentrated portfolio of quality mid and small cap Australian equities that sit outside the S&P/ASX 50 Index. This strategy seeks to find long term investments in tomorrow's leaders. Derivatives; short selling and gearing will not be used. The strategy applies Contact's long-term focused investment philosophy.

Fund Performance Comparison

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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

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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	2.95%	6.08%	20.43%	10.19%	11.6%	7.56%	5.37%	-%
Growth return	2.95%	6.08%	17.86%	6.55%	7.02%	3.56%	-%	-%
Income return	0%	0%	2.57%	3.64%	4.58%	4%	-%	-%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	1.89%	14.27%	25.32%	22.82%	24.72%	13.86%	9.58%	9.07%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Contact Australian ex-50

Australian Equities: 91.20%

Cash: 8.80%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 91.11%

Cash: 4.03%

International Equities: 4.04%

Property & Infrastructure: 0.22%

Fixed Interest: 0%

Alternatives: 0.60%

General Information

Fund Details

Type	Description
Fund Name	Contact Australian ex-50
APIR Code	EVO4741AU
Sector/Asset Class	Equity Australia Mid/Small Blend
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Investment Fund
Fund Inception	19 Mar 2020
Fund Size	$27.7 million (as at 30 Apr 2023)
Entry Price	$1.2975 (as at 12 Nov 2025)
Exit Price	$1.2911 (as at 12 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.80% (as at 27 Dec 2023)
Indirect Cost Ratio (ICR)	0.80% (as at 30 Jun 2024)
Performance fee (not included in ICR)	0

Top 10 holdings (as at 31 May 2024)

Holding (as at 31 May 2024)	Type	% of Portfolio
Metcash Ltd	Equity	6.93%
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FAQs about the Contact Australian ex-50

What is the objective of the Contact Australian ex-50 managed fund?

The objective of the Contact Australian ex-50 managed fund is The Fund seeks to achieve strong relative returns through a concentrated portfolio of high quality small to medium sized ASX listed companies.

What is the strategy for the Contact Australian ex-50 managed fund?

The strategy of the Contact Australian ex-50 managed fund is The Fund's strategy is to balance growth and income and provide access to a concentrated portfolio of quality mid and small cap Australian equities that sit outside the S&P/ASX 50 Index. This strategy seeks to find long term investments in tomorrow's leaders. Derivatives; short selling and gearing will not be used. The strategy applies Contact's long-term focused investment philosophy.

What is the APIR code of the Contact Australian ex-50 managed fund?

The APIR code of the Contact Australian ex-50 managed fund is EVO4741AU.

What was Contact Australian ex-50’s total return last month?

Contact Australian ex-50’s total return last month was 2.95%. This was made up of a growth return of 2.95% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What was Contact Australian ex-50’s total return for the last three months?

Contact Australian ex-50’s total return for the last three months was 6.08%. This was made up of a growth return of 6.08% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is Contact Australian ex-50’s one-year total return?

Contact Australian ex-50’s one-year total return is 10.19%. This was made up of a growth return of 6.55% and an income return of 3.64%. These returns were calculated as at 31 Oct 2025.

What is Contact Australian ex-50’s three-year total return?

Contact Australian ex-50’s one-year total return is 7.56%. This was made up of a growth return of 3.56% and an income return of 4%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Contact Australian ex-50 managed fund?

The asset allocation of the Contact Australian ex-50 managed fund is :

Australian Equities: 91.20%

Cash: 8.80%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Contact Australian ex-50 managed fund belong to?

The Contact Australian ex-50 managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

What is the size of the Contact Australian ex-50 managed fund?

As at 30 Apr 2023, the size of the Contact Australian ex-50 managed fund was $27.7 million.

What is the inception date of the Contact Australian ex-50 managed fund?

The Contact Australian ex-50 managed fund has an inception date of 19 Mar 2020.

What is the current entry price of the Contact Australian ex-50 managed fund?

The current entry price of the Contact Australian ex-50 managed fund is $1.2975 per unit and the current exit price is $1.2911 per unit (as at 12 Nov 2025).

What is the current exit price of the Contact Australian ex-50 managed fund?

The current exit price of the Contact Australian ex-50 managed fund is $1.2911 per unit and the current entry price is $1.2975 per unit (as at 12 Nov 2025).

What is the minimum investment amount for the Contact Australian ex-50 managed fund?

The minimum initial investment amount for the Contact Australian ex-50 managed fund is $.

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.

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