Tyndall Australian Small Companies - Managed Fund

Fund Objective

The Fund is a managed investment scheme that invests predominantly in a selection of Australian shares outside the top 100 ASX listed companies. The Fund is designed for investors looking for long-term capital growth from a portfolio of smaller Australian companies that is actively managed by an investment team that seeks to identify shares that represent good value.

Fund Strategy

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}

Peers

Benchmark ({{ fund.benchmark.name }})

{{ fund.model.name }}

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.

Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-4.53%	1.63%	7.64%	33.93%	22.63%	-%	-%	-%
Growth return	3.62%	4.88%	28.14%	26.9%	15.6%	-%	-%	-%
Income return	-8.15%	-3.25%	-20.5%	7.03%	7.03%	-%	-%	-%

As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tyndall Australian Small Companies

Australian Equities: 96%

Cash: 4%

General Information

Fund Details

Type	Description
Fund Name	Tyndall Australian Small Companies
Responsible Entity	Goldman Sachs Australia Managed Fds Ltd.
APIR Code	TYN8782AU
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	20 Mar 2023
Fund Size	$5.77 million (as at 27 Feb 2026)
Entry Price	$1.4113 (as at 3 Mar 2026)
Exit Price	$1.4029 (as at 3 Mar 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.66% (as at 1 Mar 2025)
Indirect Cost Ratio (ICR)	0.90% (as at 30 Jun 2025)
Minimum initial investment	$10,000.00
Minimum additional investments	$1,000.00

Top 10 holdings (as at 31 Oct 2025)

Holding (as at 31 Oct 2025)	Type	% of Portfolio
AUB Group Ltd	Equity	4.42%
Login now to view the complete list of holdings.

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Tyndall Australian Small Companies

What is the objective of the Tyndall Australian Small Companies managed fund?

The objective of the Tyndall Australian Small Companies managed fund is The Fund is a managed investment scheme that invests predominantly in a selection of Australian shares outside the top 100 ASX listed companies. The Fund is designed for investors looking for long-term capital growth from a portfolio of smaller Australian companies that is actively managed by an investment team that seeks to identify shares that represent good value.

What is the strategy for the Tyndall Australian Small Companies managed fund?

The strategy of the Tyndall Australian Small Companies managed fund is The Fund is a managed investment scheme that invests predominantly in a selection of Australian shares outside the top 100 ASX listed companies. The Fund is designed for investors looking for long-term capital growth from a portfolio of smaller Australian companies that is actively managed by an investment team that seeks to identify shares that represent good value.

What is the APIR code of the Tyndall Australian Small Companies managed fund?

The APIR code of the Tyndall Australian Small Companies managed fund is TYN8782AU.

What was Tyndall Australian Small Companies’s total return last month?

Tyndall Australian Small Companies’s total return last month was -4.53%. This was made up of a growth return of 3.62% and an income return of -8.15%. These returns were calculated as at 28 Feb 2026.

What was Tyndall Australian Small Companies’s total return for the last three months?

Tyndall Australian Small Companies’s total return for the last three months was 1.63%. This was made up of a growth return of 4.88% and an income return of -3.25%%. These returns were calculated as at 28 Feb 2026.

What is Tyndall Australian Small Companies’s one-year total return?

Tyndall Australian Small Companies’s one-year total return is 33.93%. This was made up of a growth return of 26.9% and an income return of 7.03%. These returns were calculated as at 28 Feb 2026.

What is Tyndall Australian Small Companies’s three-year total return?

Tyndall Australian Small Companies’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2026.

What is the asset allocation of the Tyndall Australian Small Companies managed fund?

The asset allocation of the Tyndall Australian Small Companies managed fund is :

Australian Equities: 96%

Cash: 4%

Who is the responsible Entity of the Tyndall Australian Small Companies managed fund?

The Responsible Entity for the Tyndall Australian Small Companies managed fund is Goldman Sachs Australia Managed Fds Ltd..

What is the size of the Tyndall Australian Small Companies managed fund?

As at 27 Feb 2026, the size of the Tyndall Australian Small Companies managed fund was $5.77 million.

What is the inception date of the Tyndall Australian Small Companies managed fund?

The Tyndall Australian Small Companies managed fund has an inception date of 20 Mar 2023.

What is the current entry price of the Tyndall Australian Small Companies managed fund?

The current entry price of the Tyndall Australian Small Companies managed fund is $1.4113 per unit and the current exit price is $1.4029 per unit (as at 3 Mar 2026).

What is the current exit price of the Tyndall Australian Small Companies managed fund?

The current exit price of the Tyndall Australian Small Companies managed fund is $1.4029 per unit and the current entry price is $1.4113 per unit (as at 3 Mar 2026).

What is the minimum investment amount for the Tyndall Australian Small Companies managed fund?

The minimum initial investment amount for the Tyndall Australian Small Companies managed fund is $10,000. Minimum additional investment is $1000.

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.

What our members say about us