Managed funds

Kinetic

Kinetic Investment Partners

Kinetic Investment Partners is a specialist smaller companies investment manager. Kinetic invests in small companies that are outside of the S&P/ASX 100, and with a market capitalisation of more than $25 million. Kinetic aims to consistently generate excess returns relative to the benchmark on a risk-adjusted basis.

Kinetic finds investment opportunities using a disciplined research and valuation process. It focuses on a company's ability to create shareholder wealth by generating a cash flow return on investment in excess of the firm's cost of capital. Kinetic understands the key drivers of a company by carefully assessing both quantitative and qualitative information regarding the company's business environment and strategies.

Kinetic is a style neutral fund manager, and expects to outperform the S&P/ASX Small Ordinaries Accumulation Index throughout the business cycle.

Products

Name of fund Asset class Download

Kinetic Emerging Companies Fund

Australian shares

Wholesale PDS (2MB)
IDPS PDS (230KB)

Kinetic also manages the Kinetic Wholesale Smaller Companies Fund (CNA) which is closed to new investments.