The Yarra Emerging Leaders Fund provides exposure to small and medium sized ASX-listed companies offering strong potential for capital growth. Operating in a less efficient part of the market that is well suited to active management, the Fund aims to outperform its benchmark over rolling three-year periods.
Expanding horizons
We believe having exposure to small and medium-sized ASX-listed companies offers superior liquidity
with lower volatility and risk compared to a pure small cap investment approach.
Hidden treasures
Our rigorous proprietary research is an invaluable advantage when focusing on the more inefficient
small to mid-sized part of the market, where we believe there is more hidden value to be found.
Team work
Our large Australian equities team comprises 14 investment professionals with leading experience and calibre. Sector specialists add weight to our rigorous small and mid-cap research and analysis.
| Gross Performance 30 November 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra Emerging Leaders Strategy | 3.76% | 7.69% | 21.82% | 6.16% | 8.06% | 10.58% | 11.15% |
| 50% S&P/ASX Small Ordinaries Accumulation Index and 50% S&P/ASX Midcap 50 Accumulation Index | 3.51% | 6.85% | 22.44% | 3.53% | 7.51% | 9.88% | 7.32% |
| Relative Return | 0.25% | 0.84% | -0.62% | 2.63% | 0.54% | 0.69% | 3.83% |
CHART
| Net Performance 30 November 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra Emerging Leaders Fund | 3.66% | 7.35% | 20.31% | 4.85% | 6.72% | 9.21% | 9.84% |
| 50% S&P/ASX Small Ordinaries Accumulation Index and 50% S&P/ASX Midcap 50 Accumulation Index | 3.51% | 6.85% | 22.44% | 3.53% | 7.51% | 9.88% | 7.32% |
| Relative Return | 0.14% | 0.51% | -2.13% | 1.32% | -0.79% | -0.67% | 2.53% |
How we invest
Our proprietary research targets small and medium sized ASX-listed companies offering strong capital growth potential over the medium to long term. The portfolio is constructed using our highest conviction ideas, with our style-neutral approach providing a reliable framework for delivering outperformance through market cycles.
Driven by insight
Through more than 2,500 meetings each year with companies, competitors, customers, suppliers, regulators and industry experts, we build a deep understanding of companies, industries and sectors.
Systematic process
Through our style-neutral and bottom-up investment process, we identify growing companies with the fundamental qualities and strengths to offer attractive total returns over long-term horizons.
ESG matters
They’re not just a ‘nice to have’. ESG principles are ingrained in the way we research, invest and deliver. Importantly, they are essential to our detailed risk management framework.
Investment summary
Inception Date
September 1997
Unit Pricing
Daily
Investment Horizon
Long-term (5-7+ years)
Distribution Frequency
Semi-Annually
Minimum Initial Investment
$50,000
No. of Holdings
Generally 30-55
Management Fees
1.25% p.a.
APIR Code
JBW0010AU
Buy/Sell Spread
+/- 0.20%
ARSN Code
090 046 567
Investment summary
Inception Date
September 1997
Management Fees
By negotiation
Investment Horizon
Long-term (5-7+ years)
No. of Holdings
Generally 30-55
Chairman and Head of Australian Equities
Dion Hershan
Head of Australian Equities Research
Katie Hudson
Our Emerging Leaders strategy has been beating its benchmark for 27 years.1,2
Managed by Yarra since 2018, this strategy is available through the UBS Australian Small Companies Fund
Explore
Read the PDS
View the TMD
Additional information
Apply online now
For more information on how to invest in this Fund, please contact your financial adviser.
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