Managed Funds · Managed Fund

Infinity SMID Australian Equity Fund


To outperform the S&P/ASX Mid Small Cap (TR) Index over rolling three year periods before fees.

Inception Feb 2024

Snapshot
BenchmarkS&P/ASX Mid Small Cap (TR) Index
Risk profileHigh
Suggested timeframe5 to 7 years
Investment fee0.7191% p.a.
Minimum investmentA$25,000
About this fund

The Class provides exposure to a diversified mix of Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small Cap (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).

Designed for

Designed for investors who may be seeking exposure to a mix of small to mid capitalisation Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small Cap (TR) Index, who can tolerate a high level of investment risk and the potential for negative returns in any single year.

Managed by Chris Adams

Platforms
CFS First Choice DAM3303AU

Past performance is not a reliable indicator of future performance. This page is intended for financial advisers and wholesale investors only. Live performance, holdings and fact sheets are available to advisers via the Inner Circle portal.