SISF US Small & Mid Cap Equity X Cap $

The fund aims to provide capital growth in excess of the Russell 2500 Lagged (Net TR) Index after fees have been deducted over a three to five year period by investing in equities of small and mid-sized US companies. The fund is actively managed and invests at least two-thirds of its assets in equities of small and mid-sized US companies. These are companies which, at the time of purchase, are considered to be in the bottom 40% by market capitalisation of the US equities market. The fund invests in a broad range of small and mid-sized US companies. The investment approach focuses on three types of US companies: companies that the investment manager believes demonstrate strong growth trends and improving levels of cash; companies which the investment manager believes generate dependable earnings and revenues; and companies that the investment manager believes are undergoing positive change that is not being recognised by the market. By doing so, the investment manager believes that we can reduce overall risk and improve returns for our investors over the medium to long term. The fund may also invest up to one-third of its assets directly or indirectly in other securities (including other asset classes), countries, regions, industries or currencies, investment funds, warrants and money market investments, and hold cash (subject to the restrictions provided in the prospectus).

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No