Ironbark Renaissance Wholesale Plus Australian Small Companies - Managed Fund

The objective of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is The Manager employs an active approach to investment management, adopting a ‘bottom up’, valuation-based philosophy. The Manager identifies opportunities by monitoring the difference between prevailing market prices and the assessed valuation.

The strategy of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is The Manager employs an active approach to investment management, adopting a ‘bottom up’, valuation-based philosophy. The Manager identifies opportunities by monitoring the difference between prevailing market prices and the assessed valuation.

The APIR code of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is BTA0477AU.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s total return last month was 3.54%. This was made up of a growth return of -4.8% and an income return of 8.34%. These returns were calculated as at 31 Jan 2026.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s total return for the last three months was 8.86%. This was made up of a growth return of 0.99% and an income return of 7.87%%. These returns were calculated as at 31 Jan 2026.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s one-year total return is 34.4%. This was made up of a growth return of 29.26% and an income return of 5.14%. These returns were calculated as at 31 Jan 2026.

Ironbark Renaissance Wholesale Plus Australian Small Companies’s one-year total return is 16.43%. This was made up of a growth return of 13.93% and an income return of 2.5%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is :

The Responsible Entity for the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is Ironbark Asset Management Pty Ltd.

The Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 31 Dec 2025, the size of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund was $27037727 million.

The Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund has an inception date of 3 Nov 2014.

The current entry price of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is $1.1171 per unit and the current exit price is $1.1126 per unit (as at 17 Feb 2026).

The current exit price of the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is $1.1126 per unit and the current entry price is $1.1171 per unit (as at 17 Feb 2026).

The minimum initial investment amount for the Ironbark Renaissance Wholesale Plus Australian Small Companies managed fund is $0. Minimum additional investment is $0.