To compound capital at attractive rates of return over the period of a decade by investing in a concentrated portfolio of circa 15 globally listed small companies.
The Fund invests in a concentrated portfolio of circa 15 global listed small companies. We are focused on capital preservation, invest long-only, do not apply leverage and can hold up to 50% cash.
Small Company Focus: we focus on opportunities which are poorly understood.
Leverage Cooper Investors: we leverage CI’s scale and global network.
Owner’s Mindset: we approach our investments like a long-term private owner.
Fund Structure: capacity constrained, aligned with long-term investors.
Inception Date: 2 September 2021
Benchmark: Absolute return hurdle of 5% per annum.
Past performance is not a reliable indicator of future performance.
mFund provides a convenient way for you to buy and sell units in selected managed funds through the same stockbroking or advisory service you use to transact shares or other ASX products.
Contact a participating broker. You can use a full service or online broker. To see the list of available brokers visit themFund website
The broker will require instructions from you for a buy or sell order and payment for new units in the chosen mFund,
Cooper Investors Endeavour Fund
Following completion of the transaction, an mFund confirmation and CHESS statement will be sent to you.
If you wish to purchase additional units or sell units in the fund, contact your participating broker and follow step 3 above.