Managed funds

NovaPort

NovaPort Capital

NovaPort is a boutique Australian equities investment manager specialising in small and microcap listed companies.

NovaPort is a benchmark unaware, active investment manager. As a high conviction investor, NovaPort invests in a concentrated number of companies at any given time with portfolios that have lower turnover of securities by nature. NovaPort believes there are inefficiencies in investment markets, particularly within the universe of smaller listed companies. NovaPort's approach is focused on buying companies with an improving outlook at a significant discount to valuation. At the same time, they pay particular attention to the underlying quality of company earnings, management and industry structure in order to minimise downside risk. New investment ideas for their portfolios are discovered through conducting extensive research, qualitative analysis and financial modelling with the ultimate aim of providing superior investment returns for investors over a three year time horizon.

Prior to establishing NovaPort Capital, the principals worked together at Challenger Limited managing over $200 million in funds.

Name of Fund Asset class Download

NovaPort Smaller Companies Fund

Australian shares

Retail PDS (2MB)
Wholesale PDS (2MB)
IDPS PDS (352KB)

NovaPort Microcap Fund

Australian shares

Wholesale PDS (2MB)
IDPS PDS (251KB)

The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither product issuer, any Custodian, nor any entity or person associated with the Challenger group of companies guarantees repayment of your capital or the performance of your investment.
The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product.
If you acquire or hold one of our products, we will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and our employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including any Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest with us. Some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.