top of page

APIR: FHT4921AU

This information is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations Act 2001 (Cth) (Corporations Act).

01-Oct-2025

Inception Date

Open to:

Existing Clients

Unit Trust

Structure

OCR + 4.00%

Benchmark

20-30

Number of Holdings

5-10% above Benchmark

Target Return

Overview

The Small Companies Fund invests in a concentrated, high-conviction portfolio of ASX-listed companies, based on Ryder Capital’s investment process and assessment of intrinsic value. This is underpinned by a value-based, bottom-up investment approach with a focus on the small capitalisation segment of the market, which the Investment Manager defines as companies with a market capitalisation between $100 million and $2 billion.

The Fund aims to deliver long-term returns of 5-10% p.a. above its benchmark regardless of underlying market and economic conditions with a strong focus on capital preservation. 

The Fund is only open to existing Ryder Wholesale Client's with a minimum $100,000 investment.

​​

IMG_6620_edited_edited_edited_edited.jpg

Ryder Small Companies Fund

bottom of page