LSN Emerging Companies - Managed Fund

Fund Objective

The Fund's objective is to provide investors with capital growth over the long term by investing in a portfolio of emerging companies.

Fund Strategy

To hold a long only portfolio of quality emerging companies which predominately sit outside the S&P/ASX100

Fund Performance Comparison

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Peers

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.98%	18.53%	36.7%	26.2%	26.11%	19.52%	-%	-%
Growth return	2.98%	18.53%	35.41%	25%	22.59%	17.28%	-%	-%
Income return	0%	0%	1.29%	1.2%	3.52%	2.24%	-%	-%
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.

General Information

Fund Details

Type	Description
Fund Name	LSN Emerging Companies
APIR Code	LSP6493AU
Sector/Asset Class	Equity Australia Mid/Small Growth
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Investment Fund
Fund Inception	15 Dec 2021
Fund Size	$12 million (as at 31 May 2023)
Entry Price	$1.3653 (as at 18 Nov 2025)
Exit Price	$1.3572 (as at 18 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	3.07% (as at 14 Mar 2025)

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025)	Type	% of Portfolio
Aussie Broadband Ltd Ordinary Shares	Equity	6.84%
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FAQs about the LSN Emerging Companies

What is the objective of the LSN Emerging Companies managed fund?

The objective of the LSN Emerging Companies managed fund is The Fund's objective is to provide investors with capital growth over the long term by investing in a portfolio of emerging companies.

What is the strategy for the LSN Emerging Companies managed fund?

The strategy of the LSN Emerging Companies managed fund is To hold a long only portfolio of quality emerging companies which predominately sit outside the S&P/ASX100

What is the APIR code of the LSN Emerging Companies managed fund?

The APIR code of the LSN Emerging Companies managed fund is LSP6493AU.

What was LSN Emerging Companies’s total return last month?

LSN Emerging Companies’s total return last month was 2.98%. This was made up of a growth return of 2.98% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What was LSN Emerging Companies’s total return for the last three months?

LSN Emerging Companies’s total return for the last three months was 18.53%. This was made up of a growth return of 18.53% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is LSN Emerging Companies’s one-year total return?

LSN Emerging Companies’s one-year total return is 26.2%. This was made up of a growth return of 25% and an income return of 1.2%. These returns were calculated as at 31 Oct 2025.

What is LSN Emerging Companies’s three-year total return?

LSN Emerging Companies’s one-year total return is 19.52%. This was made up of a growth return of 17.28% and an income return of 2.24%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the LSN Emerging Companies managed fund?

The asset allocation of the LSN Emerging Companies managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the LSN Emerging Companies managed fund belong to?

The LSN Emerging Companies managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

What is the size of the LSN Emerging Companies managed fund?

As at 31 May 2023, the size of the LSN Emerging Companies managed fund was $12 million.

What is the inception date of the LSN Emerging Companies managed fund?

The LSN Emerging Companies managed fund has an inception date of 15 Dec 2021.

What is the current entry price of the LSN Emerging Companies managed fund?

The current entry price of the LSN Emerging Companies managed fund is $1.3653 per unit and the current exit price is $1.3572 per unit (as at 18 Nov 2025).

What is the current exit price of the LSN Emerging Companies managed fund?

The current exit price of the LSN Emerging Companies managed fund is $1.3572 per unit and the current entry price is $1.3653 per unit (as at 18 Nov 2025).

What is the minimum investment amount for the LSN Emerging Companies managed fund?

The minimum initial investment amount for the LSN Emerging Companies 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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