ARK Emerging Companies Portfolio Service
Overview

We offer our Emerging Companies Portfolio Service to eligible wholesale investors who appoint us to invest their funds in small and midcap companies listed on the ASX.

Our managed discretionary account structure has certain benefits over managed funds including:

  1. Direct ownership of underlying assets
  2. Tax flexibility
  3. No commingling of client assets
  4. Increased transparency

Objective

To outperform the S&P ASX Small Industrials Total Return Index (benchmark) over a rolling 3-year period

Investment Universe

Client funds are invested in small and mid-cap companies. We limit these investments to companies listed on the ASX and exclude:
– S&P ASX100 index constituents,
– Securities issued by resource companies (i.e. mining or oil and gas), and
– Micro-cap companies – which we define as having a market cap of less than $30m

Investors

The ARK Emerging Companies Portfolio is available to eligible Wholesale Investors

Minimum Initial Investment

ARK generally requires a minimum initial investment of $100,000 however should you wish to invest a smaller amount we would be happy to discuss this with you.

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ARK Investment Partners Pty Ltd

ABN 12 150 856 223
AFSL No. 487510

This website contains general information only and does not take into account any individual's objectives, financial situation or needs. Investors should read the Information Memorandum for the service carefully, assess whether the service is appropriate for their circumstances and consider talking to a financial adviser before making an investment decision.

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