AlphaWealth Prime Small & Mid Cap Fund (AlphaWealth Small Cap Fund) is a Unit Trust built for aggressive long-term capital growth through investing in fast growing, high conviction smaller capitalisation companies.


The Fund Manager, Keith McLachlan, uses a bottom-up approach to stock selection resulting in a highly concentrated, benchmark-agnostic portfolio. While this can make for short-term volatility, it should ultimately generate significant long-term out performance.


The Fund is suitable for investors with long investment time horizons that are able to weather high short-term volatility with an appetite for maximising long-term capital growth.


Please click here for the latest quarterly fact sheet and contact us here to invest in the AlphaWealth Prime Small & Mid Cap Fund.