IN THE MEDIA
Nick spoke with Chris Judd about our thoughts on inflation in commodities, ESG impacts on investing and 3 stocks we're currently watching
SPATIUM SMALL COMPANIES FUND
Performance figures are current as at 31 October 2021. The Investment Strategy has been operational through a Separately Managed Account (SMA) arrangement from 1 July 2018. The presented information exhibits the continuity of returns from the SMA, which ceased to operate in March 2020, into the SSCF.
INVESTMENT STRATEGY
For FY2021, the SSCF distributed $0.16 per issued unit; equivalent to a 12.9% distribution yield
Long only, investing in ASX300 listed companies
Average holding period
of 30-45 days
A diversified portfolio, holding an average of 25-40 stocks
Minimal cash weighting,
often holding less than 3%
