Spatium Capital, through the Spatium Small Companies Fund, takes a long-only investing approach to its portfolio with a view to invest in, on average, 25 to 40 positions across the ASX300.
The primary investment goal of Spatium Small Companies Fund is to appreciate investor’s capital through exceeding the return achieved by the S&P/ASX Small Ordinaries Index (Benchmark) over the long term.
The Spatium Small Companies Fund does not seek to use gearing or leverage, so may be suitable for Self Managed Super Funds (SMSFs), private ancillary funds (PAFs), as well as personal and corporate investors seeking an actively-traded long-only product.
To do so, our investment objectives are:
Outperform the return achieved by the Benchmark over the long term.
Be majority invested at all times.
A focus on maintaining an equally-weighted portfolio with frequent rebalancing.