1851 Emerging Companies - Managed Fund

Fund Objective

To hold a diversified portfolio in the smaller companies sector that will help achieve the Fund’s investment objective.

Fund Strategy

To hold a diversified portfolio in the smaller companies sector that will help achieve the Fund’s investment objective.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.12%	-3.1%	13.33%	23.61%	22.6%	16.16%	12.9%	-%
Growth return	-2.12%	-3.1%	13.33%	8.48%	12.91%	9.32%	6.71%	-%
Income return	0%	0%	0%	15.13%	9.69%	6.84%	6.19%	-%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	2.74%	2.65%	17.3%	22.76%	17.42%	12.08%	7.49%	9.51%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

1851 Emerging Companies

Australian Equities: 89%

Cash: 11%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 91.88%

Cash: 3.87%

International Equities: 3.32%

Property & Infrastructure: 0.21%

Fixed Interest: 0%

Alternatives: 0.71%

General Information

Fund Details

Type	Description
Fund Name	1851 Emerging Companies
APIR Code	PIM5565AU
Sector/Asset Class	Equity Australia Mid/Small Blend
Morningstar Rating	(as at 31 Jan 2026)
Legal Structure	Investment Fund
Fund Inception	31 Dec 2019
Fund Size	$626645739 million (as at 31 Jan 2026)
Entry Price	$1.7486 (as at 31 Jan 2026)
Exit Price	$1.7398 (as at 31 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.25% (as at 1 Jun 2024)
Indirect Cost Ratio (ICR)	0% (as at 30 Jun 2025)
Minimum initial investment	$100,000
Minimum additional investments	$25,000

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023)	Type	% of Portfolio
Capitol Health Ltd		4.95%
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FAQs about the 1851 Emerging Companies

What is the objective of the 1851 Emerging Companies managed fund?

The objective of the 1851 Emerging Companies managed fund is To hold a diversified portfolio in the smaller companies sector that will help achieve the Fund’s investment objective.

What is the strategy for the 1851 Emerging Companies managed fund?

The strategy of the 1851 Emerging Companies managed fund is To hold a diversified portfolio in the smaller companies sector that will help achieve the Fund’s investment objective.

What is the APIR code of the 1851 Emerging Companies managed fund?

The APIR code of the 1851 Emerging Companies managed fund is PIM5565AU.

What was 1851 Emerging Companies’s total return last month?

1851 Emerging Companies’s total return last month was -2.12%. This was made up of a growth return of -2.12% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What was 1851 Emerging Companies’s total return for the last three months?

1851 Emerging Companies’s total return for the last three months was -3.1%. This was made up of a growth return of -3.1% and an income return of 0%%. These returns were calculated as at 31 Jan 2026.

What is 1851 Emerging Companies’s one-year total return?

1851 Emerging Companies’s one-year total return is 23.61%. This was made up of a growth return of 8.48% and an income return of 15.13%. These returns were calculated as at 31 Jan 2026.

What is 1851 Emerging Companies’s three-year total return?

1851 Emerging Companies’s one-year total return is 16.16%. This was made up of a growth return of 9.32% and an income return of 6.84%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the 1851 Emerging Companies managed fund?

The asset allocation of the 1851 Emerging Companies managed fund is :

Australian Equities: 89%

Cash: 11%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the 1851 Emerging Companies managed fund belong to?

The 1851 Emerging Companies managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

What is the size of the 1851 Emerging Companies managed fund?

As at 31 Jan 2026, the size of the 1851 Emerging Companies managed fund was $626645739 million.

What is the inception date of the 1851 Emerging Companies managed fund?

The 1851 Emerging Companies managed fund has an inception date of 31 Dec 2019.

What is the current entry price of the 1851 Emerging Companies managed fund?

The current entry price of the 1851 Emerging Companies managed fund is $1.7486 per unit and the current exit price is $1.7398 per unit (as at 31 Jan 2026).

What is the current exit price of the 1851 Emerging Companies managed fund?

The current exit price of the 1851 Emerging Companies managed fund is $1.7398 per unit and the current entry price is $1.7486 per unit (as at 31 Jan 2026).

What is the minimum investment amount for the 1851 Emerging Companies managed fund?

The minimum initial investment amount for the 1851 Emerging Companies managed fund is $100,000. Minimum additional investment is $25000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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