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Australia

About the Fund

An actively managed portfolio of Australian and New Zealand listed small companies on the Australian Securities Exchange (ASX) and the New Zealand Securities Exchange (NZX).

A diversified portfolio across all sectors in Australia and New Zealand providing access to small-medium sized companies.
A stringent research process driven by fundamental, in-depth and comprehensive analysis of a business’s operations applied practically via internal and external research.
Access to growing companies and industries comprised of many fast-growing businesses that capitalise on changing industry dynamics and innovation.

Why this Fund

The Fund is suitable for investors seeking exposure to smaller Australian and New Zealand companies with a view to invest for at least five years and are seeking high levels of return and are comfortable with a higher level of volatility.

The principals have over 70 years of extensive industry experience, a strong alignment of interest and a highly collaborative culture from 30 years combined working together.
Proven investment process with a long track record of outperformance driving strong client outcomes and Eiger profitability.
Strong alignment with investors, majority owned by the investment team and significant investment team.

Fund Facts

About this fund
Unit prices (at 05 May 2026)
Buy $1.64 / Sell $1.63
Buy/sell spread
0.40% / 0.40%
Inception date
26 Mar 2019
Benchmark
S&P/ASX Small Ordinaries Accumulation Index
Fund size (at 31 Dec 2025)
$224.04m
Distribution Frequency
Quarterly
Suggested Min Timeframe
At least five years
Currency
AUD
Portfolio Managers
David Haddad
Rachel Thomson
Stephen Wood
Victor Gomes
Fund IDs
APIR
HOW2967AU
ARSN
631 961 398
TICKER
-
Fees / Pricing
Management Costs
1.00%
Performance Fee (if applicable)
20%
Minimum Investment
$10,000

Fund size displayed at a class level only. Interests in the Eiger Australian Small Companies Fund ARSN 631 961 398 are offered by Fidante Partners Limited (ABN 94 002 835 592 AFSL 234 668) (Fidante Partners). Fidante Partners has appointed Eiger Capital Pty Ltd (ABN 72 631 838 607 AFSL 516 751) as the investment manager of the Fund. 

Resources

You should read the Fund's TMD and this PDS to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs before making a decision about whether to acquire or continue to hold the Fund.

Fund Ratings

The Eiger Australian Small Companies Fund has received the following ratings:

Organisation Rating
Lonsec Highly Recommended
Morningstar -
Zenith Highly Recommended

The rating issued 10/2025 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.  

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (Eiger Australian Small Companies Fund - assigned February 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.