1 Returns are calculated after fees have been deducted and assume distributions have been reinvested. No allowance is made for tax when calculating these figures. Past performance is not a reliable indicator of future performance. 2 The inception date for the Fund is 26 March 2019.
Track Record of Investment Strategy
Historical performance of the investment strategy applicable to the Fund3 (after fees) as at 28 February 2025.
Performance (%)1
TYPE
REPORTING_DATE
RETURN_TYPE
1 mth
3 mths
1 yr
2 yrs p.a.
3 yrs p.a.
5 yrs p.a.
10 yrs p.a.
Since inception p.a.3
SORT
Investment Strategy
Fund
28 February 2025
Net Return
-4.9
-6.1
3.5
5.2
1.5
8.0
9.2
8.4
1
S&P/ASX Small Ordinaries Accumulation Index
Benchmark
28 February 2025
Gross Return
-2.8
-1.5
7.3
7.6
2.1
5.6
6.5
3.7
2
Active Return
Active Return
28 February 2025
Active return
-2.1
-4.6
-3.8
-2.4
-0.6
2.4
2.7
4.7
3
3 Eiger Capital launched the Fund on 26 March 2019. Eiger Capital’s Stephen Wood and Victor Gomes apply the same strategy to the Fund as they applied between 1 April 2011 and 31 March 2019 to a mandate they managed whilst at another large asset management firm, including the same investment process, methodology and investment universe. For information purposes, we have provided the historical performance of the strategy since 1 April 2011. The historical performance has been adjusted to reflect the fees applicable to the Eiger Australian Small Companies Fund.
