The Supervised Fund is a global equity fund with a focus on Australian small companies. The Fund is a wholesale product and is only available to wholesale investors as defined in section 761G of the Corporations Act 2001. The investment team employs a fundamental research driven investment strategy.
The Portfolio Manager, Mitch Taylor is guided by an investment committee consisting of David Constable, Michael Ohlsson, and Arthur Lo.
The fund has a track record of continued outperformance of major stock market indices. Past performance, however, is not indicative of future performance.
Return data (after fees) as at 30 June 2017
2017 Performance Reports
2016 Performance Reports
2015 Performance Reports
2014 Performance Reports
2013 Performance Reports
2012 Performance Reports
2011 Performance Reports
2010 Performance Reports
2009 Performance Reports
February 2017
September 2016
The offer to apply for units in The Supervised Fund is limited to Wholesale Clients as defined in section 761G of the Corporations Act 2001 (as it applies to this offer) who receive and respond to this offer in Australia. The Information is not intended to be read by anyone other than a Wholesale Client.