Sandon Capital Activist Fund (SCAF)

Wholesale Investors

Stay informed with the latest news and insights on SCAF

Lonsec Research Pty Ltd ascribes a “Recommended” rating to SCAF:

“Offers investors access to a dedicated ‘shareholder activism’ strategy which is a nascent and under-represented part of the investment universe.”

Learn more about the “Recommended” rating here (issued 20 October 2022)

FUND SNAPSHOT

Minimum Initial Investment

$250,000

Minimum Subsequent Investment

$50,000

Inception Date

September 2009

Performance Since Inception

10.0%* p.a.

As at 31 January 2024, net of all fees and expenses, assuming reinvestment of distributions.

*Past performance is not indicative of future performance. Refer to the relevant Information Memorandum for all relevant information about fees and exceptions.

OBJECTIVE

The fund aims to deliver wholesale investors (as defined in the Corporations Act 2001 Cth) the following:

An activist investment strategy applied to undervalued companies, that few investors have the capacity to implement themselves, to realise the value.

Positive returns over the medium to long term (three to five years).

ABOUT THE FUND

Established in September 2009, Sandon Capital Activist Fund is our longest running fund.

It is an unlisted wholesale unit trust available to wholesale investors (as defined by the Corporations Act 2001 Cth), including individuals, family trusts, companies or super funds, that meet the minimum investment requirements.

The fund primarily invests in ASX-listed companies. It can also invest up to 15% of its capital internationally and may use takeover offers as part of its investment approach. The focus is on investing in small to medium-sized companies and a concentrated number of them, typically around 20 to 25 companies.

An active engagement strategy is hands on and a concentrated portfolio allows Sandon Capital to take strategic positions and pursue them with the related Boards to realise significant value and returns.

A proportion of the fund is held in cash in readiness for value investment opportunities, or if considered a better alternative to being invested at that point.

SCAF Monthly Report Archive

FY2024

FY2023

FY2022

FY2021

FY2020

FY2019

FY2018

FY2017

FY2016

FY2015

FY2014

FY2013

FY2012

FY2011

FY2010

Want to know more?

Request the Information Memorandum

Request IM

Thinking of investing?
Contact us.