Armytage Micro Cap Activist Fund
The Fund is an Australian domiciled unit trust, that is an unregistered managed investment scheme available for investment by Wholesale Clients. Please refer to the Information Memorandum for investor eligibility. The Fund aims to achieve net returns that exceed 10% p.a. over a rolling 3-year period by investing in the Small Industrial Index (ASX:XSI).
Investment Strategy
The fund will invest primarily in a portfolio of newly established businesses as well as strategic turnaround situations that the Investment Manager believes provide significant growth opportunities and the ability to produce sustainable profits in the long-term. The fund attempts to provide low correlation with traditional asset classes and aims to provide investors access to investment opportunities that are traditionally difficult to assess, purchase and manage.
Investment Manager seeks to invest in businesses listed on the Australian Securities Exchange that meet the following criteria:
- Strategic asset or technology
- Genuine growth opportunity
- Targeted for takeover
- Potential earnings re-rating
- Management that can be refocused/restructured
- Industry and firm not facing intense competition, risks from technology or shrinking customer’s demand
- Relatively simple to run, suits systemisation, staff easy to replace
- Possible investments referred by industry partners and brokers
Armytage Micro Cap Activist Funds How To Invest
Investors
Before investing in the Armytage funds, you should carefully read the Information Memorandum (IM). This document contains important information regarding the funds. Download a copy of the IM from our site or contact us for a hard copy to be mailed to you. To invest in the Armytage funds, you will need to complete the application form included in the IM.
Please sign and date where indicated and forward all pages of the application form to the following address:
Apex Fund Services Pty Ltd
Attn: Client Services Registry Team
GPO Box 4968
Sydney, NSW 2001
Email: registry@apexgroup.com
Payment for your application may be made by cheque or via electronic funds transfer. If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer, please refer to the application form in the IM
Disclaimer
Armytage Private Pty Ltd ACN 079 960 419 AFSL Authorised Representative No 238 519 is the fund manager of the Armytage Micro Cap Activist Fund (Fund). Melbourne Securities Corporation Limited ACN 160 326 545 AFSL 428289 (Trustee) is the trustee of the Fund. The Fund is only available to investors who are Wholesale Clients, and are not Retail Clients, all within the meaning of the Corporations Act 2001. MSC Trustee is an authorised representative of MSC Advisory Pty Ltd ACN 607 459 441 AFSL 480649 (MSC Advisory). MSC Trustee is authorised to provide general financial product advice and to deal in interests in Australian managed investment schemes. This website contains general information only and does not take into account any person’s objectives, financial situation or needs and accordingly does not constitute personal advice for the purposes of section 766B(3) of the Corporations Act 2001.
The general information on this website does not constitute an offer to invest in the Fund and should not be used as the basis for making an investment in the Fund. Before making an investment in the Fund, you should consider important information about risks, costs and fees in the relevant disclosure document available by contacting 03 9674 0600. The Information Memorandum for the relevant Fund is available by contacting 03 9674 0600 via backoffice@armytage.com.au. Any investment is subject to risk, including possible loss of income or capital invested. None of Armytage, the Trustee, MSC Advisory or any of their officers, advisers, agents or associates guarantees in any way the performance of the Fund. Past performance is not an indicator of future returns. The content of this website is current at the time of publication and may be amended or revoked by Armytage Private at any time.”
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