Ironbark Renaissance Australian Sm Comp - Managed Fund

The objective of the Ironbark Renaissance Australian Sm Comp managed fund is Renaissance employs an active approach to investment management, adopting a ‘bottom up’, valuation-based philosophy. Renaissance identify opportunities by monitoring the difference between prevailing market prices and the assessed valuation. Most commonly this occurs due to behavioural inefficiencies, caused by sentiment or momentum driven price movements, or informational inefficiencies, situations where the market has mispriced securities due to incorrect assumptions or lack of recognition of change.

The strategy of the Ironbark Renaissance Australian Sm Comp managed fund is Renaissance employs an active approach to investment management, adopting a ‘bottom up’, valuation-based philosophy. Renaissance identify opportunities by monitoring the difference between prevailing market prices and the assessed valuation. Most commonly this occurs due to behavioural inefficiencies, caused by sentiment or momentum driven price movements, or informational inefficiencies, situations where the market has mispriced securities due to incorrect assumptions or lack of recognition of change.

The APIR code of the Ironbark Renaissance Australian Sm Comp managed fund is PAT0002AU.

Ironbark Renaissance Australian Sm Comp’s total return last month was -1.07%. This was made up of a growth return of -1.25% and an income return of 0.18%. These returns were calculated as at 28 Feb 2026.

Ironbark Renaissance Australian Sm Comp’s total return for the last three months was 5.24%. This was made up of a growth return of 1.43% and an income return of 3.81%%. These returns were calculated as at 28 Feb 2026.

Ironbark Renaissance Australian Sm Comp’s one-year total return is 37.21%. This was made up of a growth return of 34.33% and an income return of 2.88%. These returns were calculated as at 28 Feb 2026.

Ironbark Renaissance Australian Sm Comp’s one-year total return is 17.04%. This was made up of a growth return of 15.87% and an income return of 1.17%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the Ironbark Renaissance Australian Sm Comp managed fund is :

The Responsible Entity for the Ironbark Renaissance Australian Sm Comp managed fund is Ironbark Asset Management Pty Ltd.

The Ironbark Renaissance Australian Sm Comp managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 11 Mar 2026, the size of the Ironbark Renaissance Australian Sm Comp managed fund was $69.03 million.

The Ironbark Renaissance Australian Sm Comp managed fund has an inception date of 30 Jun 2005.

The current entry price of the Ironbark Renaissance Australian Sm Comp managed fund is $3.4342 per unit and the current exit price is $3.4204 per unit (as at 11 Mar 2026).

The current exit price of the Ironbark Renaissance Australian Sm Comp managed fund is $3.4204 per unit and the current entry price is $3.4342 per unit (as at 11 Mar 2026).

The minimum initial investment amount for the Ironbark Renaissance Australian Sm Comp managed fund is $10,000. Minimum additional investment is $1000.