asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: SB2
release_schedule:
structure: Listed Investment Company
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fund_features:
Salter Brothers Emerging Companies Ltd (ASX: SB2) is a listed investment company with an Investment Portfolio focused on Emerging Companies which are predominantly Australian listed and unlisted securities with market capitalisations under $500 million at the time of the initial investment. Through SB2, investors gain access to:
- A concentrated portfolio of typically 25 to 30 investments in predominantly Australian listed and unlisted securities of Emerging Companies;
- An actively managed, fundamentals-based investment approach with a focus on capital preservation, long term capital growth and income from its investments;
- Attractive risk adjusted returns over the long term (which the Company considers to be a period of more than five years;
- An Investment Portfolio that is compositionally different to the ASX-Small Ordinaries Accumulation Index;
- An Investment Portfolio which is compliant with the requirements of the SIV Regime;
- The Investment Team of Salter Brothers Funds Management that have experience investing in listed and unlisted companies in Australia and overseas