Munro Global Growth Small & Mid Cap Fund
An actively managed, small-to-mid capitalisation global equity strategy designed to identify sustainable growth trends, and the resulting winning stocks.
The Munro Global Growth Small & Mid Cap Fund aims to maximise long term capital appreciation by investing in a concentrated long-only portfolio of global growth oriented small and medium capitalisation companies.
Munro’s professional and active management of global SMID companies can add diversification across geography, size and sector when added to an investment portfolio.
The Fund invests in a concentrated long-only portfolio of 20 to 40 global growth oriented small and medium capitalisation (SMID) companies. These companies will span a range of industries and countries and have a market capitalisation of greater than USD 250 million and less than USD 30 billion.
Munro’s investment team has a proven track record in running global growth equity mandates since 2005, with a time tested investment process which aims to deliver attractive long term returns. This process is focused on the identification of sustainable growth trends that are underappreciated and mispriced by the market, and the resulting winners in the stock universe. The team will identify and invest in those companies that have the potential to grow at a faster rate and more maintainable basis than the overall market.
With thousands of global SMID companies available, many are misunderstood or overlooked by investors. Munro, via its investment management team and detailed investment process, aims to seek out and invest in some of the most innovative and fastest growing SMID companies in the world today.
- Inception date31 October 2023
HOW TO INVEST
Investment can be made using the Fund’s PDS.