Smaller Companies Trust
Minimum investment:
- initial investment and minimum balance: $5000
- minimum additional investments: $500.
Objective
To provide long-term growth focusing on smaller Australian and overseas companies that meet the Australian Ethical Charter.
Overview
- formerly known as the Australian Ethical Equities Trust
- managed with a higher turnover of shares
- investments in Australian and international shares
- low cash holdings
- shares selected for growth
- cross-investments may occur in the Australian Ethical International Equities Trust to achieve its international exposure
- substantial hedging against significant negative impacts caused by adverse movements in exchange rates.
Established
September 1994
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
95% Growth 5% Defensive
Investment risk
Investment risk illustration Low High
Unit Prices
-
1 February 2012$1.4618$1.4607$1.4596
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Smaller Companies Trust | 4.00% | -12.50% | 4.90% | 1.10% | 5.60% | 8.40% |
| Benchmark: S&P/ASX Small Industrials | 0.00% | -12.80% | 8.90% | -8.00% | 3.60% | 5.40% |
