General Information

K2 Australian Small Cap Fund
K2 Asset Management Ltd
Alternative Strategies
Not Rated
Investment Fund
1 Dec 2013
$17.25 million (as at 16 Aug 2017)
n/a
n/a

Fund performance (31 Jul 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 2.08 5.67 4.86 3.66 - - - -
Growth return 2.08 -4.67 -5.41 -6.49 - - - -
Income return 0 10.34 10.27 10.15 - - - -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.14 0.43 0.86 1.75 1.97 2.13 2.42 3.72

Asset Allocation (31 Jul 2017)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

The K2 Australian Small Cap Fund seeks to add value by investing in mis-priced stocks. Investing in companies whose fundamental value has not been recognised by the market. K2's assessment of a company's management, industry strucutre and valuation leads to investments in well managed companies in industries with structural growth or barriers to entry that have been neglected by the markets and off attractive relative pricing.

Offer information

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