InvestSMART

River Capital Founders Fund - Managed Fund

Fund Objective
The fund invests in a concentrated portfolio of high-conviction companies listed on the ASX (and selectively global exchanges). River Capital focuses on businesses characterized by meaningful founder/management share ownership, strong competitive advantages, disciplined capital allocation, and strong alignment between leadership and shareholders.
Fund Strategy
The fund invests in a concentrated portfolio of high-conviction companies listed on the ASX (and selectively global exchanges). River Capital focuses on businesses characterized by meaningful founder/management share ownership, strong competitive advantages, disciplined capital allocation, and strong alignment between leadership and shareholders.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -6.41% -4.75% 4.12% -11.01% 0.42% 6.84% -% -%
Growth return -2.95% -4.29% -0.76% -0.46% 11.98% 10.07% -% -%
Income return -3.46% -0.46% 4.88% -10.55% -11.56% -3.23% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -2.42% 1.33% 5.43% 2.68% 6.55% 11.4% 7.68% 9.04%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
96.44%
International Equities
3.61%
Cash
-0.81%
Property & Infrastructure
1.25%
Fixed Interest
-0.46%
Alternatives
-0.02%

General Information

Fund Details
Type Description
River Capital Founders Fund
RVR0001AU
Equity Australia Large Blend
starstarstarstarstar (as at 30 Nov 2025)
Investment Fund
1 Jul 2022
$395.26 million (as at 31 Jul 2026)
$2.29143 (as at 29 Sep 2026)
$2.29143 (as at 29 Sep 2026)
Open
Offer information
Type Description
Minimum initial investment $250,000
Minimum additional investments $100,000

FAQs about the River Capital Founders Fund

The objective of the River Capital Founders Fund managed fund is The fund invests in a concentrated portfolio of high-conviction companies listed on the ASX (and selectively global exchanges). River Capital focuses on businesses characterized by meaningful founder/management share ownership, strong competitive advantages, disciplined capital allocation, and strong alignment between leadership and shareholders.

The strategy of the River Capital Founders Fund managed fund is The fund invests in a concentrated portfolio of high-conviction companies listed on the ASX (and selectively global exchanges). River Capital focuses on businesses characterized by meaningful founder/management share ownership, strong competitive advantages, disciplined capital allocation, and strong alignment between leadership and shareholders.

The APIR code of the River Capital Founders Fund managed fund is RVR0001AU.

River Capital Founders Fund’s total return last month was -6.41%. This was made up of a growth return of -2.95% and an income return of -3.46%. These returns were calculated as at 30 Sep 2026.

River Capital Founders Fund’s total return for the last three months was -4.75%. This was made up of a growth return of -4.29% and an income return of -0.46%%. These returns were calculated as at 30 Sep 2026.

River Capital Founders Fund’s one-year total return is -11.01%. This was made up of a growth return of -0.46% and an income return of -10.55%. These returns were calculated as at 30 Sep 2026.

River Capital Founders Fund’s one-year total return is 6.84%. This was made up of a growth return of 10.07% and an income return of -3.23%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the River Capital Founders Fund managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The River Capital Founders Fund managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jul 2026, the size of the River Capital Founders Fund managed fund was $395.26 million.

The River Capital Founders Fund managed fund has an inception date of 1 Jul 2022.

The current entry price of the River Capital Founders Fund managed fund is $2.29143 per unit and the current exit price is $2.29143 per unit (as at 29 Sep 2026).

The current exit price of the River Capital Founders Fund managed fund is $2.29143 per unit and the current entry price is $2.29143 per unit (as at 29 Sep 2026).

The minimum initial investment amount for the River Capital Founders Fund managed fund is $250,000. Minimum additional investment is $100000.

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.