Ellerston Micro Cap Client

ECL5380AU

Ellerston Micro Cap Client ECL5380AU Strategy

The Fund employs an active, research-driven investment approach which seeks to identify a portfolio of smaller company Securities with the aim of delivering superior returns to the Benchmark over time. The Fund will invest in companies that are believed to have the potential to deliver significant upside over the medium term and where there is a reasonable margin of safety to mitigate the downside risk. We will actively manage the positions of the Fund.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
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CAC 408,065.02121.91-1.49%
DAX 4025,304.06412.65-1.60%
Dow JONES (US)51,682.6495.40-0.18%
FTSE 10010,659.13157.01-1.45%
HKSE24,750.78146.490.60%
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Nikkei 22565,018.95882.701.38%
NZX 50 Index13,739.1417.45-0.13%
S&P 5007,650.5012.740.17%
S&P/ASX 2008,731.201.20-0.01%
SSE Composite Index3,911.8736.270.94%

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