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.


