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| Fund Overview | The Fund is an open ended, unlisted unit trust investing predominantly in ASX listed companies. Hybrid, debt & unlisted investments are also considered. The Fund is focused on investing in growing or strategic businesses and generating returns that, to the extent possible, are less dependent on the direction of the broader sharemarket. The Fund may at times change its cash weighting or utilise exchange traded products to manage market risk. Investments will primarily be made in micro-to-mid cap companies listed on the ASX. Larger listed businesses will also be considered for investment but are not expected to meet the manager's investment criteria as regularly as smaller peers. |
| Manager Comments | Equitable Investors noted more volatility early in October is reflective to them of a shift in sentiment rather than in the economic environment. It isn't news that inflation has risen and some attempts to tighten monetary policy will be made. It isn't news that COVID-19 is continuing to be disruptive to global trade and local economies. Nor is it news that mega-cap tech stocks are on extreme valuation metrics. They believe sentiment may continue to oscillate in this far-from-perfect world but they remain focused on investing in businesses striving to create and demonstrate value. |
| More Information |
