Follow The Leader for Greater Returns

Investing in future leaders since 1997.1

The Yarra Emerging Leaders Fund provides exposure to small and medium sized ASX-listed companies offering strong potential for capital growth. Operating in a less efficient part of the market that is well suited to active management, the Fund aims to outperform its benchmark over rolling three-year periods.

Expanding horizons

We believe having exposure to small and medium-sized ASX-listed companies offers superior liquidity
with lower volatility and risk compared to a pure small cap investment approach.

Hidden treasures

Our rigorous proprietary research is an invaluable advantage when focusing on the more inefficient
small to mid-sized part of the market, where we believe there is more hidden value to be found.

Team work

Our large Australian equities team comprises 14 investment professionals with leading experience and calibre. Sector specialists add weight to our rigorous small and mid-cap research and analysis.

UNIT PRICE 06 December 2024

entry

2.4942

exit

CHART
Gross Performance
31 October 2024
% per month % per annum since inception
%p.a1
1 3 1 3 5 10
Yarra Emerging Leaders Strategy -1.66% 5.09% 24.53% 5.01% 7.69% 10.13% 11.03%
50% S&P/ASX Small Ordinaries Accumulation Index and 50% S&P/ASX Midcap 50 Accumulation Index -0.81% 3.20% 25.61% 2.24% 7.37% 9.26% 7.20%
Relative Return -0.85% 1.89% -1.08% 2.77% 0.31% 0.87% 3.83%
CHART
Net Performance
31 October 2024
% per month % per annum since inception
%p.a1
1 3 1 3 5 10
Yarra Emerging Leaders Fund -1.76% 4.76% 22.99% 3.72% 6.36% 8.77% 9.73%
50% S&P/ASX Small Ordinaries Accumulation Index and 50% S&P/ASX Midcap 50 Accumulation Index -0.81% 3.20% 25.61% 2.24% 7.37% 9.26% 7.20%
Relative Return -0.95% 1.56% -2.62% 1.47% -1.01% -0.49% 2.53%

How we invest

Our proprietary research targets small and medium sized ASX-listed companies offering strong capital growth potential over the medium to long term. The portfolio is constructed using our highest conviction ideas, with our style-neutral approach providing a reliable framework for delivering outperformance through market cycles.

Driven by insight

Through more than 2,500 meetings each year with companies, competitors, customers, suppliers, regulators and industry experts, we build a deep understanding of companies, industries and sectors.

Systematic process

Through our style-neutral and bottom-up investment process, we identify growing companies with the fundamental qualities and strengths to offer attractive total returns over long-term horizons.

ESG matters

They’re not just a ‘nice to have’. ESG principles are ingrained in the way we research, invest and deliver. Importantly, they are essential to our detailed risk management framework.

Investment summary

Inception Date

September 1997

Unit Pricing

Daily

Investment Horizon

Long-term (5-7+ years)

Distribution Frequency

Semi-Annually

Minimum Initial Investment

$50,000

No. of Holdings

Generally 30-55

Management Fees

1.25% p.a.

APIR Code

JBW0010AU

Buy/Sell Spread

+/- 0.20%

ARSN Code

090 046 567

Investment summary

Inception Date

September 1997

Management Fees

By negotiation

Investment Horizon

Long-term (5-7+ years)

No. of Holdings

Generally 30-55

Chairman and Head of Australian Equities

Dion Hershan

Head of Australian Equities Research

Katie Hudson

Our Emerging Leaders strategy has been beating its benchmark for 27 years.1,2

Managed by Yarra since 2018, this strategy is available through the UBS Australian Small Companies Fund
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