Alex Milton, NovaPort Principal and Co-Portfolio Manager
In this short video, Alex Milton shares an overview of the NovaPort Microcap Fund and highlights where they see opportunity in the market.
You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. These documents are available on the Apply Now page on this website.
About the Fund
The NovaPort Microcap Fund has been designed for investors who wish to access capital growth and additional share market diversification over the longer term through a portfolio of microcap securities. That is, companies with a market capitalisation of A$10 million to A$300 million when they are first acquired.
As at 28 February 2023. Returns are calculated after fees have been deducted, assuming reinvestment of distribution. No allowance is made for tax. Past performance is not a reliable indicator of future performance. ^Fund inception is 22 March 2005.
