InvestSMART

Ironbark Renaissance Wholesale Plus Australian Small Companies - Managed Fund

Fund Objective
To outperform the benchmark (before fees) over rolling 4-year periods.
Fund Strategy
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.

Fund Performance Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.86% 20.54% 26.24% 21.8% 20.61% 16.84% 6.83% 7.9%
Growth return 3.86% 20.54% 24.27% 19.34% 18.85% 14.51% 0.61% 1%
Income return 0% 0% 1.97% 2.46% 1.76% 2.33% 6.22% 6.9%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 3.44% 15.31% 25.25% 21.5% 20.14% 15.54% 9.27% 9.62%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Ironbark Renaissance Wholesale Plus Australian Small Companies
Australian Equities
99.46%
Cash
0.55%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.05%
Cash
4.08%
International Equities
3.93%
Property & Infrastructure
0.34%
Fixed Interest
0%
Alternatives
0.60%

General Information

Fund Details
Type Description
Ironbark Renaissance Wholesale Plus Australian Small Companies
Westpac Financial Services Limited
BTA0477AU
Equity Australia Mid/Small Blend
starstarstar (as at 30 Sep 2025)
Investment Fund
3 Nov 2014
$25.73 million (as at 31 Aug 2025)
$1.1118 (as at 9 Oct 2025)
$1.1074 (as at 9 Oct 2025)
Open
Offer information
Type Description
MER 1.16% (as at 22 Dec 2023)
Indirect Cost Ratio (ICR) 1.16% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.09
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
PEXA Group Ltd Equity 4.52%
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FAQs about the Ironbark Renaissance Wholesale Plus Australian Small Companies

The objective of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is To outperform the benchmark (before fees) over rolling 4-year periods.

The strategy of the Ironbark Renaissance Wholesale Plus Australian Small Companies 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 Wholesale Plus Australian Small Companies managed fund is BTA0477AU.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s total return last month was 3.86%. This was made up of a growth return of 3.86% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s total return for the last three months was 20.54%. This was made up of a growth return of 20.54% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s one-year total return is 21.8%. This was made up of a growth return of 19.34% and an income return of 2.46%. These returns were calculated as at 30 Sep 2025.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s one-year total return is 16.84%. This was made up of a growth return of 14.51% and an income return of 2.33%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is :

Australian Equities
99.46%
Cash
0.55%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is Westpac Financial Services Limited.

The Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 31 Aug 2025, the size of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund was $25.73 million.

The Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund has an inception date of 3 Nov 2014.

The current entry price of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is $1.1118 per unit and the current exit price is $1.1074 per unit (as at 9 Oct 2025).

The current exit price of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is $1.1074 per unit and the current entry price is $1.1118 per unit (as at 9 Oct 2025).

The minimum initial investment amount for the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is $0. Minimum additional investment is $0.

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.